+2,650.9%
SHEL vs BEN
+5,152.6%
-2,501.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.2% |
| 7D | +0.8% | +6.8% | -6.0% | -1.3% |
| 30D | -3.6% | +18.0% | -21.6% | -8.6% |
| 3M | +12.0% | +7.5% | +4.6% | +9.1% |
| 6M | +19.7% | +14.7% | +5.0% | +13.7% |
| YTD | +39.6% | +56.1% | -16.4% | +19.7% |
| 1Y | +36.4% | +69.6% | -33.1% | +13.9% |
| 3Y | +70.2% | +87.7% | -17.5% | +33.9% |
| 5Y | +169.2% | +28.6% | +140.6% | +133.0% |
| 10Y | +217.1% | +59.8% | +157.3% | +144.8% |
| All | +2,650.9% | +5,152.6% | -2,501.7% | +1,076.4% |
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