+43.3%
SHEL vs PSX
+97.5%
-54.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.5% | +2.3% | -0.8% |
| 7D | -3.2% | -5.2% | +2.0% | -1.5% |
| 30D | +5.5% | -3.7% | +9.3% | +6.7% |
| 3M | +14.4% | +26.8% | -12.4% | +6.0% |
| 6M | +16.2% | +47.3% | -31.1% | +2.6% |
| YTD | +42.4% | +105.4% | -63.0% | +15.9% |
| 1Y | +43.3% | +96.9% | -53.6% | +18.2% |
| All | +43.3% | +97.5% | -54.2% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling