+1,084.5%
SHEL vs PAAS
+1,235.6%
-151.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +1.0% |
| 7D | +2.2% | -2.9% | +5.1% | +2.6% |
| 30D | +6.8% | +6.8% | 0.0% | +5.6% |
| 3M | +8.1% | -2.9% | +11.0% | +7.9% |
| 6M | +14.4% | -16.4% | +30.8% | +15.7% |
| YTD | +30.0% | 0.0% | +29.9% | +27.5% |
| 1Y | +33.3% | +54.3% | -21.0% | +22.3% |
| 3Y | +66.4% | +230.7% | -164.2% | +33.7% |
| 5Y | +178.6% | +111.6% | +66.9% | +132.9% |
| 10Y | +198.4% | +211.7% | -13.3% | +120.9% |
| All | +1,084.5% | +1,235.6% | -151.1% | +621.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling