+216.1%
SHEL vs PAAS
+207.5%
+8.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +1.3% |
| 7D | -1.6% | -7.0% | +5.5% | -0.6% |
| 30D | -4.3% | -15.3% | +11.0% | -2.4% |
| 3M | +10.4% | -27.7% | +38.1% | +14.7% |
| 6M | +17.5% | -40.5% | +58.0% | +25.0% |
| YTD | +37.8% | -26.5% | +64.3% | +40.2% |
| 1Y | +33.8% | -0.8% | +34.6% | +29.3% |
| 3Y | +69.1% | +196.9% | -127.8% | +32.0% |
| 5Y | +165.7% | +49.2% | +116.5% | +126.0% |
| All | +216.1% | +207.5% | +8.6% | +126.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling