+177.3%
SHEL vs ONON
-24.2%
+201.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.4% |
| 7D | +3.0% | -3.5% | +6.5% | +3.2% |
| 30D | +7.2% | -30.8% | +38.0% | +9.3% |
| 3M | +12.9% | -29.8% | +42.7% | +14.8% |
| 6M | +13.7% | -34.8% | +48.5% | +16.0% |
| YTD | +33.7% | -42.3% | +75.9% | +37.4% |
| 1Y | +37.9% | -39.5% | +77.4% | +40.9% |
| 3Y | +70.2% | -9.3% | +79.5% | +65.7% |
| All | +177.3% | -24.2% | +201.4% | +164.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling