+37.9%
SHEL vs ASX
+275.6%
-237.7%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | +0.3% |
| 7D | +3.0% | +11.1% | -8.1% | +3.0% |
| 30D | +7.2% | +9.6% | -2.4% | +7.2% |
| 3M | +12.9% | +18.6% | -5.7% | +12.2% |
| 6M | +13.7% | +92.1% | -78.4% | +10.3% |
| YTD | +33.7% | +158.5% | -124.8% | +26.8% |
| 1Y | +37.9% | +271.9% | -234.0% | +25.9% |
| All | +37.9% | +275.6% | -237.7% | +25.9% |
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