+0.3%
SHOP vs SHEL
+33.7%
-33.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.3% |
| 7D | +2.1% | -1.6% | +3.7% | +1.3% |
| 30D | -16.8% | -4.3% | -12.5% | -18.5% |
| 3M | -2.4% | +10.4% | -12.8% | +3.8% |
| 6M | +47.0% | +17.5% | +29.5% | +60.4% |
| YTD | -8.8% | +37.8% | -46.6% | +1.4% |
| All | +0.3% | +33.7% | -33.4% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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