+43.3%
SHEL vs SIRI
+59.9%
-16.6%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +8.4% | -10.7% | -1.4% |
| 7D | -3.2% | +22.3% | -25.4% | -1.4% |
| 30D | +5.5% | +26.9% | -21.4% | +7.8% |
| 3M | +14.4% | +9.6% | +4.8% | +15.1% |
| 6M | +16.2% | +27.2% | -11.0% | +18.4% |
| YTD | +42.4% | +72.4% | -30.0% | +49.2% |
| 1Y | +43.3% | +59.9% | -16.7% | +51.5% |
| All | +43.3% | +59.9% | -16.6% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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