+179.0%
SHEL vs AMC
-99.4%
+278.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.3% | -3.7% | +0.6% |
| 7D | +2.2% | +2.3% | -0.1% | +2.2% |
| 30D | +6.8% | -0.7% | +7.6% | +6.8% |
| 3M | +8.1% | +35.2% | -27.1% | +7.4% |
| 6M | +14.4% | +124.6% | -110.2% | +12.4% |
| YTD | +30.0% | +69.9% | -39.9% | +28.2% |
| 1Y | +33.3% | -2.6% | +35.9% | +32.9% |
| 3Y | +66.4% | -79.8% | +146.2% | +69.4% |
| All | +179.0% | -99.4% | +278.4% | +208.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling