+188.8%
SHEL vs TEL
+56.5%
+132.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.7% | +0.1% |
| 7D | +4.1% | +1.6% | +2.5% | +3.7% |
| 30D | +8.4% | -0.7% | +9.0% | +8.4% |
| 3M | +13.7% | +2.4% | +11.3% | +12.6% |
| 6M | +12.7% | +4.1% | +8.6% | +9.9% |
| YTD | +35.3% | -5.8% | +41.1% | +35.3% |
| 1Y | +39.4% | +0.9% | +38.5% | +35.9% |
| 3Y | +71.5% | +72.6% | -1.1% | +38.1% |
| All | +188.8% | +56.5% | +132.3% | +136.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 5y: compounded portfolio wealth divided by compounded TEL 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…
5y analysis · Full analysis span regression · 6 months rolling