+33.3%
SHEL vs ONON
-37.3%
+70.6%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.6% |
| 7D | +2.2% | -3.0% | +5.2% | +2.0% |
| 30D | +6.8% | -26.7% | +33.6% | +4.4% |
| 3M | +8.1% | -25.3% | +33.4% | +6.0% |
| 6M | +14.4% | -35.3% | +49.7% | +12.0% |
| YTD | +30.0% | -39.8% | +69.7% | +26.6% |
| 1Y | +33.3% | -39.2% | +72.5% | +28.5% |
| All | +33.3% | -37.3% | +70.6% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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