+58.5%
SHEL vs PLTU
+140.2%
-81.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.3% |
| 7D | +3.0% | -0.8% | +3.8% | +3.0% |
| 30D | +7.2% | -8.8% | +16.0% | +7.3% |
| 3M | +12.9% | +41.7% | -28.8% | +11.3% |
| 6M | +13.7% | -9.3% | +23.0% | +13.3% |
| YTD | +33.7% | -35.2% | +68.9% | +34.1% |
| 1Y | +37.9% | -29.5% | +67.4% | +36.9% |
| All | +58.5% | +140.2% | -81.7% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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