+2,543.2%
SHEL vs SU
+61,690.9%
-59,147.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +3.9% | +1.7% | +2.3% | +3.9% |
| 30D | +7.0% | +9.6% | -2.7% | +7.0% |
| 3M | +12.5% | +11.7% | +0.8% | +12.5% |
| 6M | +14.8% | +21.9% | -7.1% | +14.9% |
| YTD | +34.2% | +58.6% | -24.5% | +34.4% |
| 1Y | +37.0% | +66.5% | -29.5% | +37.3% |
| 3Y | +70.9% | +121.4% | -50.5% | +71.5% |
| 5Y | +192.5% | +355.7% | -163.2% | +194.5% |
| 10Y | +208.5% | +264.2% | -55.7% | +210.0% |
| All | +2,543.2% | +61,690.9% | -59,147.7% | +3,344.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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