+1,152.9%
RSP vs SHEL
+639.2%
+513.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.5% |
| 7D | -0.3% | -3.9% | +3.6% | +1.5% |
| 30D | +4.4% | -3.7% | +8.1% | +6.0% |
| 3M | +1.3% | +9.1% | -7.8% | -3.0% |
| 6M | +10.0% | +16.7% | -6.7% | +1.7% |
| YTD | +17.6% | +36.8% | -19.2% | +0.3% |
| 1Y | +19.2% | +31.8% | -12.6% | +3.4% |
| 3Y | +66.0% | +67.9% | -1.8% | +27.1% |
| 5Y | +50.4% | +163.3% | -112.9% | -10.2% |
| 10Y | +215.7% | +210.7% | +5.0% | +56.5% |
| All | +1,152.9% | +639.2% | +513.7% | +252.4% |
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 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