+43.3%
SHEL vs ALLE
+18.6%
+24.7%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.8% | -4.0% | -2.1% |
| 7D | -3.2% | +6.7% | -9.8% | -2.8% |
| 30D | +5.5% | +25.4% | -19.9% | +6.9% |
| 3M | +14.4% | +16.9% | -2.6% | +15.1% |
| 6M | +16.2% | +46.6% | -30.4% | +18.9% |
| YTD | +42.4% | +22.4% | +20.0% | +46.4% |
| 1Y | +43.3% | +17.7% | +25.5% | +48.4% |
| All | +43.3% | +18.6% | +24.7% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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