+1,747.1%
NXPI vs SHEL
+261.6%
+1,485.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +0.9% |
| 7D | +1.9% | +2.2% | -0.3% | +0.6% |
| 30D | -1.4% | +6.8% | -8.3% | -5.2% |
| 3M | -29.1% | +8.1% | -37.2% | -32.7% |
| 6M | +6.2% | +14.4% | -8.2% | -3.1% |
| YTD | +5.9% | +30.0% | -24.1% | -11.0% |
| 1Y | +2.9% | +33.3% | -30.4% | -15.0% |
| 3Y | +14.5% | +66.4% | -52.0% | -17.6% |
| 5Y | +17.1% | +178.6% | -161.5% | -41.6% |
| 10Y | +193.4% | +198.4% | -5.1% | +21.6% |
| All | +1,747.1% | +261.6% | +1,485.5% | +456.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SHEL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling