+2,533.2%
SHEL vs BBY
+73,712.5%
-71,179.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | +0.4% |
| 7D | +3.0% | +1.2% | +1.8% | +2.9% |
| 30D | +7.2% | +6.8% | +0.4% | +6.4% |
| 3M | +12.9% | +18.7% | -5.9% | +10.7% |
| 6M | +13.7% | +37.3% | -23.6% | +9.6% |
| YTD | +33.7% | +35.3% | -1.6% | +28.8% |
| 1Y | +37.9% | +20.7% | +17.2% | +34.2% |
| 3Y | +70.2% | +39.4% | +30.8% | +61.4% |
| 5Y | +192.3% | -1.5% | +193.8% | +183.1% |
| 10Y | +207.3% | +239.8% | -32.5% | +163.9% |
| All | +2,533.2% | +73,712.5% | -71,179.3% | +1,706.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling