+15,172.7%
INTC vs SHEL
+2,460.3%
+12,712.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +4.3% |
| 7D | +7.1% | +2.2% | +4.8% | +6.4% |
| 30D | -5.2% | +6.8% | -12.0% | -7.0% |
| 3M | -14.3% | +8.1% | -22.4% | -16.5% |
| 6M | +110.2% | +14.4% | +95.8% | +100.6% |
| YTD | +159.6% | +30.0% | +129.7% | +138.7% |
| 1Y | +289.3% | +33.3% | +255.9% | +255.6% |
| 3Y | +166.1% | +66.4% | +99.6% | +128.8% |
| 5Y | +94.4% | +178.6% | -84.2% | +43.1% |
| 10Y | +227.7% | +198.4% | +29.3% | +128.3% |
| All | +15,172.7% | +2,460.3% | +12,712.5% | +8,654.4% |
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