+207.4%
SHEL vs ASX
+974.7%
-767.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.3% | +3.6% | +1.1% |
| 7D | +3.9% | +6.5% | -2.6% | +2.5% |
| 30D | +7.0% | +3.1% | +3.8% | +6.0% |
| 3M | +12.5% | +17.4% | -4.9% | +6.3% |
| 6M | +14.8% | +85.4% | -70.7% | -4.6% |
| YTD | +34.2% | +150.1% | -115.9% | +2.8% |
| 1Y | +37.0% | +256.3% | -219.3% | -5.0% |
| 3Y | +70.9% | +446.9% | -376.0% | +0.7% |
| 5Y | +192.5% | +447.1% | -254.5% | +66.1% |
| All | +207.4% | +974.7% | -767.3% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ASX 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling