+60.5%
SHEL vs PLTD
-76.7%
+137.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -1.9% | +0.5% |
| 7D | +3.9% | +9.9% | -6.0% | +4.3% |
| 30D | +7.0% | +3.8% | +3.1% | +7.2% |
| 3M | +12.5% | -32.3% | +44.8% | +10.9% |
| 6M | +14.8% | -25.9% | +40.6% | +14.2% |
| YTD | +34.2% | -16.4% | +50.6% | +34.8% |
| 1Y | +37.0% | -25.2% | +62.2% | +36.7% |
| All | +60.5% | -76.7% | +137.2% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 10y: compounded portfolio wealth divided by compounded PLTD 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…
10y analysis · Full analysis span regression · 6 months rolling