+192.3%
SHEL vs ONTO
+268.0%
-75.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.4% |
| 7D | +3.0% | +9.4% | -6.4% | +2.4% |
| 30D | +7.2% | -4.4% | +11.7% | +7.4% |
| 3M | +12.9% | +1.6% | +11.3% | +11.4% |
| 6M | +13.7% | +45.3% | -31.6% | +8.1% |
| YTD | +33.7% | +76.4% | -42.7% | +24.4% |
| 1Y | +37.9% | +167.2% | -129.3% | +22.7% |
| 3Y | +70.2% | +116.6% | -46.3% | +47.0% |
| 5Y | +192.3% | +263.7% | -71.4% | +132.9% |
| All | +192.3% | +268.0% | -75.6% | +132.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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