+113.7%
KLAC vs SHEL
+32.9%
+80.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +7.4% |
| 7D | +5.7% | +2.2% | +3.5% | +5.9% |
| 30D | -3.6% | +6.8% | -10.5% | -3.3% |
| 3M | -12.8% | +8.1% | -20.9% | -11.4% |
| 6M | +26.1% | +14.4% | +11.6% | +24.1% |
| YTD | +53.3% | +30.0% | +23.3% | +43.2% |
| 1Y | +113.7% | +33.3% | +80.4% | +101.7% |
| All | +113.7% | +32.9% | +80.8% | +101.7% |
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