+78.9%
UBER vs SHEL
+191.1%
-112.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.4% |
| 7D | -5.4% | +4.1% | -9.5% | -6.4% |
| 30D | -4.9% | +8.4% | -13.3% | -6.8% |
| 3M | +3.0% | +13.7% | -10.7% | -0.4% |
| 6M | -4.4% | +12.7% | -17.1% | -7.7% |
| YTD | -12.3% | +35.3% | -47.6% | -20.1% |
| 1Y | -24.3% | +39.4% | -63.7% | -31.7% |
| 3Y | +46.4% | +71.5% | -25.0% | +22.1% |
| All | +78.9% | +191.1% | -112.2% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling