+43.3%
SHEL vs BBY
+33.0%
+10.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +8.0% | -10.2% | -1.7% |
| 7D | -3.2% | +4.5% | -7.7% | -2.8% |
| 30D | +5.5% | +16.0% | -10.5% | +6.6% |
| 3M | +14.4% | +18.6% | -4.2% | +15.8% |
| 6M | +16.2% | +80.1% | -63.9% | +21.9% |
| YTD | +42.4% | +57.4% | -15.0% | +47.6% |
| 1Y | +43.3% | +34.5% | +8.8% | +48.4% |
| All | +43.3% | +33.0% | +10.3% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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