+188.8%
SHEL vs CPAY
+55.3%
+133.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | +4.1% | -2.0% | +6.1% | +4.6% |
| 30D | +8.4% | -0.4% | +8.7% | +8.4% |
| 3M | +13.7% | +16.4% | -2.6% | +9.5% |
| 6M | +12.7% | +23.5% | -10.8% | +6.4% |
| YTD | +35.3% | +35.7% | -0.3% | +23.1% |
| 1Y | +39.4% | +30.2% | +9.2% | +28.0% |
| 3Y | +71.5% | +49.7% | +21.7% | +44.3% |
| All | +188.8% | +55.3% | +133.5% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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