+167.1%
RTX vs SHEL
+186.2%
-19.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.7% |
| 7D | -3.1% | +1.9% | -5.0% | -3.6% |
| 30D | -10.6% | +8.7% | -19.2% | -12.7% |
| 3M | +11.6% | +11.0% | +0.7% | +8.1% |
| 6M | -4.5% | +14.6% | -19.1% | -8.8% |
| YTD | +9.6% | +33.3% | -23.7% | -0.5% |
| 1Y | +30.8% | +37.9% | -7.0% | +17.4% |
| 3Y | +152.8% | +69.7% | +83.1% | +110.3% |
| 5Y | +167.1% | +190.2% | -23.0% | +81.1% |
| All | +167.1% | +186.2% | -19.1% | +81.1% |
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