+1,055.3%
DELL vs SHEL
+190.7%
+864.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.4% | -5.7% | -5.5% |
| 7D | -1.9% | +3.9% | -5.8% | -3.4% |
| 30D | +14.9% | +7.0% | +7.9% | +11.5% |
| 3M | +37.2% | +12.5% | +24.7% | +29.9% |
| 6M | +254.0% | +14.8% | +239.2% | +230.4% |
| YTD | +306.1% | +34.2% | +272.0% | +254.8% |
| 1Y | +312.3% | +37.0% | +275.3% | +256.2% |
| 3Y | +654.0% | +70.9% | +583.1% | +492.3% |
| 5Y | +1,055.3% | +192.5% | +862.8% | +637.8% |
| All | +1,055.3% | +190.7% | +864.6% | +637.8% |
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 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