+206.4%
SHEL vs PAAS
+206.7%
-0.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.6% |
| 7D | +1.9% | +2.0% | -0.1% | +1.6% |
| 30D | +8.7% | -0.1% | +8.7% | +8.4% |
| 3M | +11.0% | +8.2% | +2.7% | +9.0% |
| 6M | +14.6% | -13.8% | +28.3% | +15.5% |
| YTD | +33.3% | -0.6% | +33.9% | +30.5% |
| 1Y | +37.9% | +44.0% | -6.1% | +26.3% |
| 3Y | +69.7% | +246.6% | -176.8% | +30.1% |
| 5Y | +190.2% | +116.1% | +74.1% | +134.4% |
| All | +206.4% | +206.7% | -0.3% | +113.5% |
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