+362.7%
STX vs SHEL
+37.9%
+324.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.1% |
| 7D | +9.6% | +3.0% | +6.6% | +9.2% |
| 30D | +10.6% | +7.2% | +3.4% | +9.7% |
| 3M | +4.8% | +12.9% | -8.1% | +4.2% |
| 6M | +137.3% | +13.7% | +123.6% | +132.9% |
| YTD | +222.5% | +33.7% | +188.8% | +200.5% |
| All | +362.7% | +37.9% | +324.8% | +339.5% |
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