+289.3%
INTC vs SHEL
+32.9%
+256.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +4.5% |
| 7D | +7.1% | +2.2% | +4.8% | +7.1% |
| 30D | -5.2% | +6.8% | -12.0% | -5.1% |
| 3M | -14.3% | +8.1% | -22.4% | -13.0% |
| 6M | +110.2% | +14.4% | +95.8% | +103.7% |
| YTD | +159.6% | +30.0% | +129.7% | +132.6% |
| 1Y | +289.3% | +33.3% | +255.9% | +239.9% |
| All | +289.3% | +32.9% | +256.4% | +239.9% |
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