+2,460.3%
SHEL vs EAT
+11,644.8%
-9,184.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.6% |
| 7D | +2.2% | 0.0% | +2.2% | +2.2% |
| 30D | +6.8% | +1.9% | +5.0% | +6.3% |
| 3M | +8.1% | +68.7% | -60.5% | -1.1% |
| 6M | +14.4% | +66.9% | -52.5% | +4.0% |
| YTD | +30.0% | +60.4% | -30.4% | +18.5% |
| 1Y | +33.3% | +44.0% | -10.7% | +22.9% |
| 3Y | +66.4% | +604.7% | -538.2% | +13.1% |
| 5Y | +178.6% | +347.0% | -168.5% | +96.4% |
| 10Y | +198.4% | +390.8% | -192.3% | +81.5% |
| All | +2,460.3% | +11,644.8% | -9,184.5% | +978.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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