+210.0%
SHEL vs EBAY
+285.8%
-75.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.7% | +0.5% |
| 7D | +4.1% | +4.2% | -0.1% | +3.5% |
| 30D | +8.4% | +5.6% | +2.7% | +7.5% |
| 3M | +13.7% | -1.4% | +15.1% | +13.7% |
| 6M | +12.7% | +18.2% | -5.5% | +9.3% |
| YTD | +35.3% | +24.8% | +10.5% | +29.8% |
| 1Y | +39.4% | +18.0% | +21.3% | +34.3% |
| 3Y | +71.5% | +160.3% | -88.8% | +42.4% |
| 5Y | +195.0% | +62.1% | +132.9% | +161.3% |
| All | +210.0% | +285.8% | -75.8% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EBAY.
Daily Out/Under-Performance
Portfolio return minus EBAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EBAY 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 10y: compounded portfolio wealth divided by compounded EBAY 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…
10y analysis · Full analysis span regression · 6 months rolling