+182.3%
SHEL vs FRSH
-72.5%
+254.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | +4.1% | -6.6% | +10.7% | +4.4% |
| 30D | +8.4% | +2.1% | +6.3% | +8.2% |
| 3M | +13.7% | +29.0% | -15.3% | +12.2% |
| 6M | +12.7% | +48.6% | -35.9% | +10.4% |
| YTD | +35.3% | -2.9% | +38.2% | +35.0% |
| 1Y | +39.4% | -7.9% | +47.3% | +39.4% |
| 3Y | +71.5% | -46.5% | +118.0% | +74.4% |
| All | +182.3% | -72.5% | +254.9% | +173.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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