+31.8%
SHEL vs ASX
+154.3%
-122.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.6% | -6.0% | +0.7% |
| 7D | -3.9% | +0.8% | -4.8% | -3.8% |
| 30D | -3.7% | -20.4% | +16.8% | -4.0% |
| 3M | +9.1% | -2.1% | +11.2% | +9.1% |
| 6M | +16.7% | +8.2% | +8.5% | +16.6% |
| YTD | +36.8% | +137.3% | -100.4% | +30.6% |
| 1Y | +31.8% | +155.0% | -123.2% | +24.5% |
| All | +31.8% | +154.3% | -122.5% | +24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling