+8,534.1%
SHOP vs SHEL
+179.9%
+8,354.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.9% |
| 7D | +2.1% | -1.6% | +3.7% | +2.6% |
| 30D | -16.8% | -4.3% | -12.5% | -15.9% |
| 3M | -2.4% | +10.4% | -12.8% | -5.6% |
| 6M | +47.0% | +17.5% | +29.5% | +38.6% |
| YTD | -8.8% | +37.8% | -46.6% | -19.0% |
| 1Y | -6.3% | +33.8% | -40.1% | -16.0% |
| 3Y | +139.3% | +69.1% | +70.2% | +98.2% |
| 5Y | -12.1% | +165.7% | -177.8% | -37.1% |
| 10Y | +3,601.0% | +212.9% | +3,388.0% | +2,208.7% |
| All | +8,534.1% | +179.9% | +8,354.2% | +6,468.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling