+71.7%
SHEL vs PAAS
+224.2%
-152.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.9% | -3.1% | -0.4% |
| 7D | -5.8% | +8.8% | -14.6% | -6.4% |
| 30D | -1.3% | -8.5% | +7.2% | -0.7% |
| 3M | +12.7% | -17.0% | +29.7% | +14.1% |
| 6M | +19.9% | -27.9% | +47.8% | +22.7% |
| YTD | +38.3% | -17.5% | +55.7% | +38.2% |
| 1Y | +35.7% | +22.8% | +12.8% | +28.6% |
| 3Y | +71.7% | +224.2% | -152.5% | +39.0% |
| All | +71.7% | +224.2% | -152.5% | +39.0% |
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