+2,235.8%
SHEL vs ZBRA
+8,965.3%
-6,729.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.8% | +5.4% | +3.0% |
| 7D | +1.9% | +2.6% | -0.6% | +1.5% |
| 30D | +8.7% | -6.4% | +15.0% | +9.6% |
| 3M | +11.0% | +51.3% | -40.3% | +3.4% |
| 6M | +14.6% | +60.5% | -45.9% | +5.5% |
| YTD | +33.3% | +45.2% | -11.9% | +24.0% |
| 1Y | +37.9% | +12.3% | +25.5% | +32.9% |
| 3Y | +69.7% | +37.5% | +32.2% | +55.5% |
| 5Y | +190.2% | -39.2% | +229.3% | +193.6% |
| 10Y | +197.0% | +417.0% | -220.0% | +119.3% |
| All | +2,235.8% | +8,965.3% | -6,729.5% | +1,464.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling