+37.9%
SHEL vs PAAS
+48.5%
-10.7%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | +0.2% |
| 7D | +3.0% | +2.6% | +0.4% | +3.0% |
| 30D | +7.2% | +2.5% | +4.7% | +7.1% |
| 3M | +12.9% | +15.1% | -2.2% | +12.5% |
| 6M | +13.7% | -12.1% | +25.8% | +14.6% |
| YTD | +33.7% | +3.1% | +30.6% | +33.4% |
| 1Y | +37.9% | +50.8% | -13.0% | +33.7% |
| All | +37.9% | +48.5% | -10.7% | +33.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling