+220.3%
SHEL vs APO
+837.1%
-616.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.8% |
| 7D | +0.8% | +5.8% | -5.0% | -0.8% |
| 30D | -3.6% | +8.9% | -12.5% | -6.3% |
| 3M | +12.0% | -13.6% | +25.7% | +16.1% |
| 6M | +19.7% | -5.4% | +25.1% | +20.0% |
| YTD | +39.6% | -13.6% | +53.3% | +42.5% |
| 1Y | +36.4% | -2.5% | +38.9% | +33.7% |
| 3Y | +70.2% | +50.9% | +19.3% | +36.4% |
| 5Y | +169.2% | +81.4% | +87.8% | +93.3% |
| All | +220.3% | +837.1% | -616.8% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling