+188.8%
SHEL vs ZBRA
-40.4%
+229.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.6% |
| 7D | +4.1% | -3.4% | +7.5% | +4.5% |
| 30D | +8.4% | -7.4% | +15.8% | +9.3% |
| 3M | +13.7% | +57.5% | -43.8% | +6.6% |
| 6M | +12.7% | +64.0% | -51.3% | +4.7% |
| YTD | +35.3% | +44.3% | -9.0% | +27.4% |
| 1Y | +39.4% | +10.9% | +28.5% | +36.5% |
| 3Y | +71.5% | +37.5% | +33.9% | +57.3% |
| All | +188.8% | -40.4% | +229.2% | +192.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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