+34.7%
SHEL vs APA
+104.3%
-69.6%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.1% |
| 7D | -1.6% | +9.6% | -11.2% | -4.6% |
| 30D | -4.3% | -0.2% | -4.1% | -4.3% |
| 3M | +10.4% | +19.8% | -9.5% | +3.7% |
| 6M | +17.5% | +30.1% | -12.5% | +6.8% |
| YTD | +37.8% | +100.4% | -62.6% | +9.9% |
| All | +34.7% | +104.3% | -69.6% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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