+70.2%
SHEL vs NDAQ
+117.7%
-47.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +0.8% | +1.3% | -0.5% | +0.6% |
| 30D | -3.6% | +18.0% | -21.5% | -5.4% |
| 3M | +12.0% | +11.5% | +0.5% | +10.6% |
| 6M | +19.7% | +21.1% | -1.4% | +16.6% |
| YTD | +39.6% | +12.8% | +26.8% | +37.3% |
| 1Y | +36.4% | +25.7% | +10.7% | +30.9% |
| 3Y | +70.2% | +116.8% | -46.6% | +46.2% |
| All | +70.2% | +117.7% | -47.5% | +46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling