+210.0%
SHEL vs BHP
+496.8%
-286.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +1.0% |
| 7D | +4.1% | -3.6% | +7.7% | +6.1% |
| 30D | +8.4% | -1.2% | +9.6% | +8.7% |
| 3M | +13.7% | +1.2% | +12.5% | +11.5% |
| 6M | +12.7% | +21.4% | -8.7% | -2.2% |
| YTD | +35.3% | +50.4% | -15.1% | +3.0% |
| 1Y | +39.4% | +67.5% | -28.1% | -1.1% |
| 3Y | +71.5% | +72.8% | -1.4% | +14.9% |
| 5Y | +195.0% | +112.6% | +82.4% | +61.9% |
| All | +210.0% | +496.8% | -286.8% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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