+177.4%
SHEL vs APO
+1,753.5%
-1,576.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | +2.2% | -1.0% | +3.3% | +2.5% |
| 30D | +6.8% | +3.5% | +3.4% | +5.5% |
| 3M | +8.1% | +4.5% | +3.6% | +6.0% |
| 6M | +14.4% | +22.8% | -8.4% | +6.3% |
| YTD | +30.0% | -6.5% | +36.5% | +30.1% |
| 1Y | +33.3% | +0.8% | +32.5% | +29.7% |
| 3Y | +66.4% | +62.0% | +4.5% | +33.5% |
| 5Y | +178.6% | +138.2% | +40.3% | +88.7% |
| 10Y | +198.4% | +940.3% | -741.8% | +25.7% |
| All | +177.4% | +1,753.5% | -1,576.1% | -3.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling