+179.0%
SHEL vs PAAS
+113.1%
+65.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.8% |
| 3M | +8.1% | -2.9% | +11.0% | +8.0% |
| 6M | +14.4% | -16.4% | +30.8% | +15.9% |
| YTD | +30.0% | 0.0% | +29.9% | +27.6% |
| 1Y | +33.3% | +54.3% | -21.0% | +22.0% |
| 3Y | +66.4% | +230.7% | -164.2% | +30.8% |
| All | +179.0% | +113.1% | +65.9% | +142.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling