+2,460.3%
SHEL vs BN
+15,251.3%
-12,791.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +0.9% | +0.8% |
| 7D | +2.2% | -2.5% | +4.7% | +3.1% |
| 30D | +6.8% | -9.5% | +16.3% | +10.6% |
| 3M | +8.1% | -10.4% | +18.5% | +12.1% |
| 6M | +14.4% | -6.4% | +20.8% | +15.7% |
| YTD | +30.0% | -11.9% | +41.8% | +33.8% |
| 1Y | +33.3% | -8.6% | +41.9% | +34.9% |
| 3Y | +66.4% | +77.6% | -11.1% | +27.0% |
| 5Y | +178.6% | +37.0% | +141.5% | +128.4% |
| 10Y | +198.4% | +266.4% | -68.0% | +72.2% |
| All | +2,460.3% | +15,251.3% | -12,791.1% | +657.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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