+206.3%
SHEL vs ASX
+1,010.8%
-804.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | -0.5% |
| 7D | +3.0% | +11.1% | -8.1% | +0.7% |
| 30D | +7.2% | +9.6% | -2.4% | +4.9% |
| 3M | +12.9% | +18.6% | -5.7% | +6.5% |
| 6M | +13.7% | +92.1% | -78.4% | -6.2% |
| YTD | +33.7% | +158.5% | -124.8% | +1.7% |
| 1Y | +37.9% | +271.9% | -234.0% | -5.3% |
| 3Y | +70.2% | +465.2% | -395.0% | -0.3% |
| 5Y | +192.3% | +479.4% | -287.1% | +63.5% |
| All | +206.3% | +1,010.8% | -804.6% | +19.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling