+649.9%
PLTR vs SHEL
+161.9%
+488.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.9% |
| 7D | +0.4% | -3.9% | +4.3% | +1.9% |
| 30D | -17.5% | -3.7% | -13.8% | -16.6% |
| 3M | -1.5% | +9.1% | -10.5% | -5.0% |
| 6M | +25.9% | +16.7% | +9.2% | +17.5% |
| YTD | -3.0% | +36.8% | -39.8% | -16.2% |
| 1Y | -9.7% | +31.8% | -41.5% | -20.7% |
| 3Y | +776.5% | +67.9% | +708.6% | +587.2% |
| 5Y | +649.9% | +163.3% | +486.6% | +402.6% |
| All | +649.9% | +161.9% | +488.0% | +402.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling