-9.2%
DIS vs SHEL
+36.5%
-45.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.8% | -0.1% |
| 7D | -1.1% | +1.9% | -3.0% | -1.0% |
| 30D | +0.1% | +8.7% | -8.5% | +0.6% |
| 3M | +7.1% | +11.0% | -3.9% | +7.4% |
| 6M | +4.3% | +14.6% | -10.3% | +3.2% |
| YTD | -6.9% | +33.3% | -40.2% | -9.6% |
| All | -9.2% | +36.5% | -45.7% | -11.3% |
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