+66.0%
SHEL vs PAAS
+250.5%
-184.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +0.9% |
| 7D | +2.2% | -2.9% | +5.1% | +2.5% |
| 30D | +6.8% | +6.8% | 0.0% | +6.1% |
| 3M | +8.1% | -2.9% | +11.0% | +8.1% |
| 6M | +14.4% | -16.4% | +30.8% | +15.8% |
| YTD | +30.0% | 0.0% | +29.9% | +28.1% |
| 1Y | +33.3% | +54.3% | -21.0% | +23.7% |
| All | +66.0% | +250.5% | -184.5% | +35.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling