+43.3%
SHEL vs GEHC
+15.6%
+27.7%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.4% | -8.6% | -1.7% |
| 7D | -3.2% | +13.2% | -16.3% | -2.2% |
| 30D | +5.5% | +30.6% | -25.1% | +7.7% |
| 3M | +14.4% | +22.2% | -7.8% | +16.2% |
| 6M | +16.2% | +40.8% | -24.7% | +19.4% |
| YTD | +42.4% | +4.8% | +37.6% | +43.7% |
| 1Y | +43.3% | +15.7% | +27.5% | +45.7% |
| All | +43.3% | +15.6% | +27.7% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 1y: compounded portfolio wealth divided by compounded GEHC 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…
1y analysis · Full analysis span regression · 6 months rolling