+36.4%
SHEL vs BP
+30.1%
+6.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +0.8% | +2.6% | -1.8% | -0.8% |
| 30D | -3.6% | -6.4% | +2.8% | +0.4% |
| 3M | +12.0% | +8.0% | +4.0% | +6.7% |
| 6M | +19.7% | +6.0% | +13.7% | +14.8% |
| YTD | +39.6% | +36.5% | +3.2% | +14.1% |
| 1Y | +36.4% | +31.7% | +4.8% | +13.8% |
| All | +36.4% | +30.1% | +6.3% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 1y: compounded portfolio wealth divided by compounded BP 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…
1y analysis · Full analysis span regression · 6 months rolling