+210.0%
SHEL vs BEN
+56.6%
+153.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | +4.1% | -3.1% | +7.2% | +5.2% |
| 30D | +8.4% | +0.2% | +8.2% | +8.2% |
| 3M | +13.7% | +6.8% | +6.9% | +10.7% |
| 6M | +12.7% | +38.1% | -25.4% | -0.5% |
| YTD | +35.3% | +44.3% | -9.0% | +17.2% |
| 1Y | +39.4% | +42.6% | -3.2% | +20.8% |
| 3Y | +71.5% | +52.3% | +19.1% | +40.0% |
| 5Y | +195.0% | +37.6% | +157.4% | +140.8% |
| All | +210.0% | +56.6% | +153.4% | +117.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling