+210.7%
SHEL vs ASX
+999.3%
-788.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.6% | -6.0% | -0.7% |
| 7D | -3.9% | +0.8% | -4.8% | -4.7% |
| 30D | -3.7% | -20.4% | +16.8% | -0.4% |
| 3M | +9.1% | -2.1% | +11.2% | +7.4% |
| 6M | +16.7% | +8.2% | +8.5% | +9.5% |
| YTD | +36.8% | +137.3% | -100.4% | +4.2% |
| 1Y | +31.8% | +155.0% | -123.2% | -1.6% |
| 3Y | +67.9% | +397.9% | -330.0% | -0.2% |
| 5Y | +163.3% | +529.2% | -365.9% | +40.1% |
| 10Y | +210.7% | +1,007.5% | -796.8% | +21.5% |
| All | +210.7% | +999.3% | -788.6% | +21.5% |
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