+41.9%
SHEL vs AMRZ
-20.3%
+62.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.3% |
| 7D | +3.9% | -8.1% | +12.0% | +3.5% |
| 30D | +7.0% | -14.8% | +21.8% | +6.1% |
| 3M | +12.5% | -19.7% | +32.2% | +11.2% |
| 6M | +14.8% | -30.8% | +45.6% | +14.0% |
| YTD | +34.2% | -24.3% | +58.5% | +32.1% |
| 1Y | +37.0% | -24.0% | +61.0% | +35.4% |
| All | +41.9% | -20.3% | +62.2% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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