+194.8%
SNXX vs SHEL
+15.0%
+179.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.8% | -7.9% | -6.7% |
| 7D | -12.0% | +4.1% | -16.1% | -10.6% |
| 30D | +37.9% | +8.4% | +29.6% | +42.5% |
| 3M | -52.7% | +13.7% | -66.4% | -44.5% |
| 6M | +194.8% | +12.7% | +182.1% | +303.2% |
| All | +194.8% | +15.0% | +179.8% | +303.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling