-24.8%
CCL vs SHEL
+32.9%
-57.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.5% | +0.4% |
| 7D | -5.0% | +2.2% | -7.3% | -4.1% |
| 30D | -20.3% | +6.8% | -27.2% | -18.1% |
| 3M | -15.1% | +8.1% | -23.3% | -11.7% |
| 6M | -15.1% | +14.4% | -29.5% | -13.4% |
| YTD | -21.8% | +30.0% | -51.7% | -22.9% |
| 1Y | -24.8% | +33.3% | -58.1% | -26.8% |
| All | -24.8% | +32.9% | -57.7% | -26.8% |
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