+43.3%
SHEL vs IBKR
+10.3%
+33.0%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.8% | -2.2% |
| 7D | -3.2% | -6.8% | +3.6% | -3.3% |
| 30D | +5.5% | -12.5% | +18.1% | +5.3% |
| 3M | +14.4% | -12.0% | +26.4% | +14.0% |
| 6M | +16.2% | -4.5% | +20.7% | +14.7% |
| YTD | +42.4% | +21.5% | +21.0% | +37.3% |
| 1Y | +43.3% | +10.6% | +32.6% | +39.2% |
| All | +43.3% | +10.3% | +33.0% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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