+190.2%
SHEL vs ASX
+472.4%
-282.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.1% | -3.5% | +1.9% |
| 7D | +1.9% | +6.3% | -4.4% | +1.2% |
| 30D | +8.7% | +6.4% | +2.2% | +7.8% |
| 3M | +11.0% | +13.1% | -2.2% | +8.1% |
| 6M | +14.6% | +90.3% | -75.7% | +2.2% |
| YTD | +33.3% | +149.6% | -116.3% | +13.5% |
| 1Y | +37.9% | +249.2% | -211.3% | +10.4% |
| 3Y | +69.7% | +445.9% | -376.2% | +21.9% |
| 5Y | +190.2% | +477.7% | -287.6% | +96.7% |
| All | +190.2% | +472.4% | -282.3% | +96.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling