+2,525.5%
SHEL vs BEN
+4,901.8%
-2,376.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.8% | +2.6% |
| 7D | +1.9% | +4.7% | -2.7% | +0.5% |
| 30D | +8.7% | +2.6% | +6.0% | +7.7% |
| 3M | +11.0% | +11.5% | -0.5% | +6.9% |
| 6M | +14.6% | +35.3% | -20.8% | +3.3% |
| YTD | +33.3% | +48.6% | -15.4% | +16.5% |
| 1Y | +37.9% | +46.7% | -8.8% | +20.6% |
| 3Y | +69.7% | +57.0% | +12.7% | +41.4% |
| 5Y | +190.2% | +41.8% | +148.3% | +142.8% |
| 10Y | +197.0% | +55.2% | +141.8% | +131.7% |
| All | +2,525.5% | +4,901.8% | -2,376.3% | +1,044.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling