+39.4%
SHEL vs ONON
-36.0%
+75.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.2% | +1.0% |
| 7D | +4.1% | -2.1% | +6.2% | +3.9% |
| 30D | +8.4% | -11.6% | +20.0% | +7.3% |
| 3M | +13.7% | -30.1% | +43.8% | +11.0% |
| 6M | +12.7% | -30.5% | +43.2% | +10.6% |
| YTD | +35.3% | -41.0% | +76.3% | +31.6% |
| 1Y | +39.4% | -36.7% | +76.1% | +36.0% |
| All | +39.4% | -36.0% | +75.3% | +36.0% |
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