+192.3%
SHEL vs BEN
+40.0%
+152.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.6% |
| 7D | +3.0% | +3.4% | -0.3% | +2.3% |
| 30D | +7.2% | +1.8% | +5.4% | +6.8% |
| 3M | +12.9% | +8.4% | +4.5% | +10.7% |
| 6M | +13.7% | +35.6% | -21.9% | +5.8% |
| YTD | +33.7% | +46.4% | -12.7% | +21.9% |
| 1Y | +37.9% | +46.3% | -8.5% | +25.5% |
| 3Y | +70.2% | +54.6% | +15.6% | +49.1% |
| 5Y | +192.3% | +39.4% | +152.9% | +157.9% |
| All | +192.3% | +40.0% | +152.4% | +157.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling