+162.6%
SHEL vs DAL
+110.1%
+52.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.7% | +1.4% |
| 7D | +0.8% | -1.1% | +1.9% | +0.9% |
| 30D | -3.6% | +12.8% | -16.4% | -4.9% |
| 3M | +12.0% | -5.3% | +17.3% | +12.5% |
| 6M | +19.7% | +22.4% | -2.7% | +16.0% |
| YTD | +39.6% | +25.6% | +14.0% | +34.0% |
| 1Y | +36.4% | +45.5% | -9.1% | +27.8% |
| 3Y | +70.2% | +161.0% | -90.8% | +37.4% |
| All | +162.6% | +110.1% | +52.5% | +121.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling