+43.3%
SHEL vs DECK
+11.2%
+32.0%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.0% | -8.2% | -1.7% |
| 7D | -3.2% | +10.4% | -13.5% | -2.3% |
| 30D | +5.5% | +11.1% | -5.6% | +6.5% |
| 3M | +14.4% | -10.8% | +25.1% | +13.7% |
| 6M | +16.2% | -8.7% | +24.9% | +15.9% |
| YTD | +42.4% | -14.0% | +56.5% | +41.8% |
| 1Y | +43.3% | +12.0% | +31.2% | +37.5% |
| All | +43.3% | +11.2% | +32.0% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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