+55.3%
ON vs SHEL
+39.6%
+15.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.8% | +7.7% | +8.5% |
| 7D | +2.4% | +4.1% | -1.7% | +2.4% |
| 30D | -8.6% | +8.4% | -17.0% | -8.6% |
| 3M | -34.3% | +13.7% | -48.0% | -34.4% |
| 6M | +28.5% | +12.7% | +15.8% | +27.8% |
| YTD | +40.6% | +35.3% | +5.3% | +33.7% |
| 1Y | +55.3% | +39.4% | +16.0% | +48.4% |
| All | +55.3% | +39.6% | +15.7% | +48.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling