+4.9%
ORCL vs SHEL
+14.7%
-9.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +3.2% |
| 7D | +5.3% | +2.2% | +3.0% | +5.6% |
| 30D | +10.0% | +6.8% | +3.1% | +10.5% |
| 3M | -32.6% | +8.1% | -40.7% | -32.0% |
| 6M | +4.9% | +14.4% | -9.5% | -3.3% |
| All | +4.9% | +14.7% | -9.8% | -3.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling