+4,770.1%
DELL vs SHEL
+200.8%
+4,569.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.5% | -0.7% | +0.8% |
| 7D | +25.6% | +1.9% | +23.7% | +24.6% |
| 30D | +17.7% | +8.7% | +9.0% | +13.4% |
| 3M | +33.4% | +11.0% | +22.5% | +27.1% |
| 6M | +266.2% | +14.6% | +251.7% | +242.5% |
| YTD | +328.0% | +33.3% | +294.7% | +276.5% |
| 1Y | +339.6% | +37.9% | +301.7% | +280.6% |
| 3Y | +694.6% | +69.7% | +624.9% | +529.1% |
| 5Y | +1,122.0% | +190.2% | +931.8% | +662.3% |
| 10Y | +4,062.5% | +197.0% | +3,865.5% | +2,495.6% |
| All | +4,770.1% | +200.8% | +4,569.3% | +2,919.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling