+216.1%
SHEL vs ASX
+985.1%
-768.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.0% | +4.8% | +1.5% |
| 7D | -1.6% | +22.1% | -23.7% | -5.6% |
| 30D | -4.3% | -23.8% | +19.5% | -0.3% |
| 3M | +10.4% | -7.6% | +18.0% | +9.9% |
| 6M | +17.5% | +6.9% | +10.6% | +10.3% |
| YTD | +37.8% | +127.7% | -89.9% | +5.8% |
| 1Y | +33.8% | +144.5% | -110.7% | +0.7% |
| 3Y | +69.1% | +377.8% | -308.7% | +1.3% |
| 5Y | +165.7% | +498.2% | -332.5% | +42.9% |
| All | +216.1% | +985.1% | -768.9% | +24.8% |
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