+2,525.5%
SHEL vs AON
+5,010.1%
-2,484.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.3% | +4.8% | +3.1% |
| 7D | +1.9% | -3.2% | +5.2% | +2.8% |
| 30D | +8.7% | -11.9% | +20.5% | +12.0% |
| 3M | +11.0% | -2.9% | +13.8% | +11.2% |
| 6M | +14.6% | -6.8% | +21.4% | +15.8% |
| YTD | +33.3% | -10.1% | +43.3% | +35.4% |
| 1Y | +37.9% | -14.2% | +52.1% | +41.6% |
| 3Y | +69.7% | -3.3% | +73.0% | +66.8% |
| 5Y | +190.2% | +13.6% | +176.5% | +169.5% |
| 10Y | +197.0% | +209.2% | -12.2% | +112.5% |
| All | +2,525.5% | +5,010.1% | -2,484.5% | +1,043.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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