+142.3%
SHEL vs RVMD
+622.3%
-480.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +4.1% | -3.0% | +7.1% | +4.4% |
| 30D | +8.4% | -0.7% | +9.1% | +8.4% |
| 3M | +13.7% | +36.5% | -22.8% | +10.3% |
| 6M | +12.7% | +104.6% | -91.9% | +4.1% |
| YTD | +35.3% | +155.8% | -120.5% | +21.3% |
| 1Y | +39.4% | +340.7% | -301.3% | +17.4% |
| 3Y | +71.5% | +519.9% | -448.5% | +34.2% |
| 5Y | +195.0% | +584.9% | -389.9% | +115.2% |
| All | +142.3% | +622.3% | -480.0% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 10y: compounded portfolio wealth divided by compounded RVMD 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…
10y analysis · Full analysis span regression · 6 months rolling