+43.3%
SHEL vs SE
-48.0%
+91.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.5% | -6.7% | -2.0% |
| 7D | -3.2% | +6.7% | -9.8% | -2.8% |
| 30D | +5.5% | -17.2% | +22.7% | +4.5% |
| 3M | +14.4% | -28.0% | +42.4% | +12.6% |
| 6M | +16.2% | -6.1% | +22.3% | +15.9% |
| YTD | +42.4% | -37.1% | +79.6% | +42.2% |
| 1Y | +43.3% | -48.8% | +92.0% | +43.7% |
| All | +43.3% | -48.0% | +91.3% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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