-6.4%
T vs SHEL
+43.6%
-50.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +2.4% |
| 7D | +5.5% | -3.2% | +8.6% | +5.9% |
| 30D | -8.9% | +5.5% | -14.5% | -9.9% |
| 3M | -5.6% | +14.4% | -19.9% | -7.7% |
| 6M | -14.3% | +16.2% | -30.4% | -16.8% |
| YTD | -7.9% | +42.4% | -50.3% | -11.1% |
| 1Y | -6.4% | +43.3% | -49.7% | -9.9% |
| All | -6.4% | +43.6% | -50.0% | -9.9% |
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