+143.3%
DELL vs SHEL
+43.6%
+99.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.2% | -6.6% | -8.6% |
| 7D | -24.6% | -3.2% | -21.4% | -24.3% |
| 30D | -32.5% | +5.5% | -38.0% | -33.0% |
| 3M | -20.2% | +14.4% | -34.6% | -22.2% |
| 6M | +76.5% | +16.2% | +60.3% | +72.3% |
| YTD | +198.9% | +42.4% | +156.5% | +161.9% |
| 1Y | +143.3% | +43.3% | +100.1% | +112.7% |
| All | +143.3% | +43.6% | +99.7% | +112.7% |
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