+2,362.9%
SHEL vs SNPS
+6,288.8%
-3,925.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.6% |
| 7D | +0.8% | +1.1% | -0.3% | +0.6% |
| 30D | -3.6% | -5.2% | +1.6% | -3.0% |
| 3M | +12.0% | +10.6% | +1.5% | +9.7% |
| 6M | +19.7% | -10.6% | +30.3% | +20.4% |
| YTD | +39.6% | -3.1% | +42.7% | +38.0% |
| 1Y | +36.4% | +15.6% | +20.9% | +31.3% |
| 3Y | +70.2% | -12.9% | +83.1% | +64.5% |
| 5Y | +169.2% | +31.2% | +138.1% | +140.2% |
| 10Y | +217.1% | +663.4% | -446.3% | +115.1% |
| All | +2,362.9% | +6,288.8% | -3,925.9% | +1,287.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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