+102.4%
STX vs SHEL
+35.5%
+66.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.1% |
| 7D | +14.6% | +0.8% | +13.8% | +14.6% |
| 30D | -26.0% | -3.6% | -22.4% | -25.9% |
| 3M | -42.6% | +12.0% | -54.7% | -42.5% |
| 6M | -35.3% | +19.7% | -55.0% | -34.6% |
| YTD | +92.5% | +39.6% | +52.8% | +84.9% |
| 1Y | +102.4% | +36.4% | +66.0% | +94.0% |
| All | +102.4% | +35.5% | +66.9% | +94.0% |
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