+319.1%
DELL vs SHEL
+32.9%
+286.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.4% |
| 7D | +14.9% | +2.2% | +12.6% | +14.3% |
| 30D | +13.3% | +6.8% | +6.4% | +11.2% |
| 3M | +24.4% | +8.1% | +16.3% | +22.0% |
| 6M | +258.0% | +14.4% | +243.6% | +232.6% |
| YTD | +320.2% | +30.0% | +290.2% | +278.4% |
| 1Y | +319.1% | +33.3% | +285.7% | +282.6% |
| All | +319.1% | +32.9% | +286.2% | +282.6% |
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