+7.7%
AAL vs SHEL
+43.6%
-35.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.2% | +8.6% | +4.8% |
| 7D | +8.3% | -3.2% | +11.5% | +6.1% |
| 30D | +6.2% | +5.5% | +0.7% | +10.5% |
| 3M | -17.7% | +14.4% | -32.1% | -9.1% |
| 6M | +15.4% | +16.2% | -0.7% | +31.6% |
| YTD | -11.1% | +42.4% | -53.5% | +9.2% |
| 1Y | +7.7% | +43.3% | -35.5% | +33.1% |
| All | +7.7% | +43.6% | -35.9% | +33.1% |
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