+37.9%
SHEL vs ROIV
+224.1%
-186.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.3% |
| 7D | +3.0% | +22.3% | -19.3% | +2.9% |
| 30D | +7.2% | +16.9% | -9.6% | +7.0% |
| 3M | +12.9% | +43.9% | -31.0% | +12.8% |
| 6M | +13.7% | +41.6% | -27.9% | +13.8% |
| YTD | +33.7% | +92.7% | -59.0% | +31.8% |
| 1Y | +37.9% | +210.2% | -172.3% | +36.2% |
| All | +37.9% | +224.1% | -186.2% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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