+18.3%
RSP vs SHEL
+32.9%
-14.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.1% | -0.5% |
| 7D | -0.8% | +2.2% | -3.0% | -0.8% |
| 30D | -0.3% | +6.8% | -7.2% | -0.5% |
| 3M | +4.3% | +8.1% | -3.8% | +4.1% |
| 6M | +8.8% | +14.4% | -5.6% | +7.5% |
| YTD | +15.3% | +30.0% | -14.7% | +11.9% |
| 1Y | +18.3% | +33.3% | -15.0% | +14.8% |
| All | +18.3% | +32.9% | -14.6% | +14.8% |
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