+49.1%
SHEL vs VIK
+221.3%
-172.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.4% |
| 7D | +3.9% | -1.8% | +5.8% | +4.0% |
| 30D | +7.0% | -17.3% | +24.2% | +7.9% |
| 3M | +12.5% | -5.1% | +17.5% | +12.3% |
| 6M | +14.8% | +16.2% | -1.4% | +12.0% |
| YTD | +34.2% | +17.6% | +16.5% | +30.3% |
| 1Y | +37.0% | +33.5% | +3.5% | +30.6% |
| All | +49.1% | +221.3% | -172.2% | +24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling