+31.8%
SHEL vs AMC
+39.6%
-7.8%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.6% |
| 7D | -3.9% | -2.8% | -1.1% | -4.0% |
| 30D | -3.7% | +14.0% | -17.7% | -3.1% |
| 3M | +9.1% | +42.5% | -33.4% | +10.7% |
| 6M | +16.7% | +142.6% | -125.9% | +20.9% |
| YTD | +36.8% | +119.2% | -82.4% | +40.3% |
| 1Y | +31.8% | +40.7% | -8.9% | +36.4% |
| All | +31.8% | +39.6% | -7.8% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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