+34.7%
SHEL vs DAL
+44.9%
-10.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.2% | +5.9% | -0.2% |
| 7D | -1.6% | +1.4% | -3.0% | -1.2% |
| 30D | -4.3% | +9.1% | -13.4% | -2.4% |
| 3M | +10.4% | -3.5% | +13.9% | +10.4% |
| 6M | +17.5% | +23.4% | -5.8% | +21.5% |
| YTD | +37.8% | +26.0% | +11.8% | +42.3% |
| All | +34.7% | +44.9% | -10.2% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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