+554.2%
SHEL vs PWR
+8,583.6%
-8,029.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | +2.2% | +3.6% | -1.4% | +1.6% |
| 30D | +6.8% | -8.6% | +15.4% | +8.4% |
| 3M | +8.1% | -13.2% | +21.3% | +10.1% |
| 6M | +14.4% | +9.9% | +4.5% | +11.1% |
| YTD | +30.0% | +48.0% | -18.1% | +19.4% |
| 1Y | +33.3% | +66.2% | -32.8% | +19.6% |
| 3Y | +66.4% | +195.1% | -128.7% | +31.8% |
| 5Y | +178.6% | +442.6% | -264.0% | +95.5% |
| 10Y | +198.4% | +2,334.2% | -2,135.8% | +62.2% |
| All | +554.2% | +8,583.6% | -8,029.3% | +203.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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