+2,525.5%
SHEL vs SYY
+4,446.6%
-1,921.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | +1.9% | -2.8% | +4.7% | +2.9% |
| 30D | +8.7% | -5.3% | +13.9% | +10.7% |
| 3M | +11.0% | +5.1% | +5.9% | +8.8% |
| 6M | +14.6% | -5.0% | +19.5% | +15.3% |
| YTD | +33.3% | +10.7% | +22.6% | +26.6% |
| 1Y | +37.9% | +0.7% | +37.2% | +35.2% |
| 3Y | +69.7% | +24.0% | +45.7% | +52.1% |
| 5Y | +190.2% | +19.3% | +170.9% | +159.1% |
| 10Y | +197.0% | +96.4% | +100.6% | +114.7% |
| All | +2,525.5% | +4,446.6% | -1,921.0% | +898.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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