+2,332.3%
SHEL vs TRMB
+3,340.8%
-1,008.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +2.7% |
| 7D | +1.9% | -0.3% | +2.2% | +2.0% |
| 30D | +8.7% | -1.2% | +9.9% | +8.7% |
| 3M | +11.0% | +9.6% | +1.4% | +9.3% |
| 6M | +14.6% | -16.1% | +30.7% | +16.7% |
| YTD | +33.3% | -25.0% | +58.3% | +37.6% |
| 1Y | +37.9% | -27.7% | +65.6% | +42.8% |
| 3Y | +69.7% | +15.3% | +54.4% | +63.5% |
| 5Y | +190.2% | -37.4% | +227.6% | +199.1% |
| 10Y | +197.0% | +117.5% | +79.5% | +160.7% |
| All | +2,332.3% | +3,340.8% | -1,008.5% | +1,393.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRMB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling