+59.9%
SHEL vs PLTD
-77.2%
+137.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | +3.0% | -0.9% | +3.9% | +3.0% |
| 30D | +7.2% | +1.3% | +5.9% | +7.3% |
| 3M | +12.9% | -32.9% | +45.8% | +11.3% |
| 6M | +13.7% | -24.9% | +38.6% | +13.4% |
| YTD | +33.7% | -18.2% | +51.9% | +34.2% |
| 1Y | +37.9% | -28.7% | +66.6% | +37.1% |
| All | +59.9% | -77.2% | +137.1% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling