+210.0%
SHEL vs NDAQ
+368.2%
-158.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.0% |
| 7D | +4.1% | -5.6% | +9.7% | +6.0% |
| 30D | +8.4% | -4.4% | +12.7% | +9.8% |
| 3M | +13.7% | +5.9% | +7.8% | +10.9% |
| 6M | +12.7% | +7.7% | +5.0% | +8.8% |
| YTD | +35.3% | -5.2% | +40.5% | +35.9% |
| 1Y | +39.4% | -3.4% | +42.7% | +38.6% |
| 3Y | +71.5% | +85.6% | -14.2% | +30.3% |
| 5Y | +195.0% | +49.5% | +145.5% | +139.2% |
| All | +210.0% | +368.2% | -158.2% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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