+432.9%
SNXX vs SHEL
+29.1%
+403.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.7% | +22.7% | +23.6% |
| 7D | +34.9% | +2.2% | +32.6% | +35.8% |
| 30D | +52.5% | +6.8% | +45.7% | +56.2% |
| 3M | -41.3% | +8.1% | -49.4% | -35.9% |
| 6M | +293.8% | +14.4% | +279.4% | +328.9% |
| All | +432.9% | +29.1% | +403.8% | +521.8% |
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