+192.3%
SHEL vs NDAQ
+52.5%
+139.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.4% |
| 7D | +3.0% | -1.6% | +4.6% | +3.3% |
| 30D | +7.2% | -1.5% | +8.7% | +7.4% |
| 3M | +12.9% | +8.0% | +4.8% | +10.9% |
| 6M | +13.7% | +7.7% | +6.0% | +11.6% |
| YTD | +33.7% | -2.3% | +36.0% | +33.5% |
| 1Y | +37.9% | +0.6% | +37.3% | +36.6% |
| 3Y | +70.2% | +90.9% | -20.7% | +43.3% |
| 5Y | +192.3% | +52.5% | +139.9% | +154.5% |
| All | +192.3% | +52.5% | +139.8% | +154.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling