+43.3%
SHEL vs VIK
+55.4%
-12.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.2% | -8.5% | -1.6% |
| 7D | -3.2% | +5.4% | -8.6% | -2.6% |
| 30D | +5.5% | +12.5% | -7.0% | +6.9% |
| 3M | +14.4% | -15.2% | +29.6% | +12.7% |
| 6M | +16.2% | +15.4% | +0.8% | +17.3% |
| YTD | +42.4% | +27.7% | +14.8% | +43.3% |
| 1Y | +43.3% | +59.7% | -16.5% | +45.3% |
| All | +43.3% | +55.4% | -12.2% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 1y: compounded portfolio wealth divided by compounded VIK 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…
1y analysis · Full analysis span regression · 6 months rolling