+160.6%
SHEL vs BUD
+51.3%
+109.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.8% | -1.9% |
| 7D | -6.7% | +6.0% | -12.7% | -7.8% |
| 30D | -2.9% | +11.3% | -14.2% | -5.2% |
| 3M | +9.1% | +3.6% | +5.5% | +8.0% |
| 6M | +17.9% | +7.7% | +10.2% | +15.6% |
| YTD | +36.0% | +36.4% | -0.4% | +25.3% |
| 1Y | +31.8% | +37.8% | -6.1% | +21.0% |
| 3Y | +66.9% | +51.2% | +15.6% | +46.6% |
| 5Y | +160.6% | +53.4% | +107.2% | +118.8% |
| All | +160.6% | +51.3% | +109.3% | +118.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 5y: compounded portfolio wealth divided by compounded BUD 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…
5y analysis · Full analysis span regression · 6 months rolling