+66.7%
SNXX vs SHEL
+41.5%
+25.2%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | -2.2% | -13.5% | -17.0% |
| 7D | -47.8% | -3.2% | -44.6% | -48.6% |
| 30D | -66.0% | +5.5% | -71.6% | -64.8% |
| 3M | -57.5% | +14.4% | -71.9% | -54.6% |
| 6M | -66.7% | +16.2% | -82.9% | -61.7% |
| All | +66.7% | +41.5% | +25.2% | +104.6% |
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