+210.0%
SHEL vs FTAI
+3,098.4%
-2,888.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.3% | -2.5% | +0.3% |
| 7D | +4.1% | -5.2% | +9.3% | +5.0% |
| 30D | +8.4% | -17.9% | +26.3% | +11.7% |
| 3M | +13.7% | -22.7% | +36.4% | +17.5% |
| 6M | +12.7% | -28.0% | +40.7% | +15.9% |
| YTD | +35.3% | -5.0% | +40.3% | +30.7% |
| 1Y | +39.4% | +10.4% | +29.0% | +29.4% |
| 3Y | +71.5% | +425.2% | -353.8% | -5.4% |
| 5Y | +195.0% | +890.3% | -695.3% | +28.8% |
| All | +210.0% | +3,098.4% | -2,888.4% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTAI.
Daily Out/Under-Performance
Portfolio return minus FTAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTAI 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 FTAI 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