+10,545.1%
LIN vs SHEL
+1,857.1%
+8,688.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.6% | -1.2% |
| 7D | -2.1% | +2.2% | -4.4% | -2.8% |
| 30D | -2.4% | +6.8% | -9.3% | -4.5% |
| 3M | -5.6% | +8.1% | -13.7% | -8.3% |
| 6M | -3.4% | +14.4% | -17.8% | -8.1% |
| YTD | +13.1% | +30.0% | -16.9% | +3.1% |
| 1Y | +2.5% | +33.3% | -30.9% | -7.6% |
| 3Y | +27.6% | +66.4% | -38.8% | +5.9% |
| 5Y | +63.0% | +178.6% | -115.5% | +11.7% |
| 10Y | +359.3% | +198.4% | +160.9% | +190.3% |
| All | +10,545.1% | +1,857.1% | +8,688.1% | +5,299.5% |
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