+1,257.8%
SHEL vs DLTR
+10,476.7%
-9,218.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.6% | +4.8% | +0.8% |
| 7D | +3.0% | -10.2% | +13.3% | +4.3% |
| 30D | +7.2% | -8.5% | +15.7% | +8.2% |
| 3M | +12.9% | +5.6% | +7.3% | +11.9% |
| 6M | +13.7% | +2.2% | +11.5% | +12.5% |
| YTD | +33.7% | -3.8% | +37.4% | +33.1% |
| 1Y | +37.9% | +22.9% | +14.9% | +32.9% |
| 3Y | +70.2% | +2.0% | +68.2% | +64.4% |
| 5Y | +192.3% | +29.8% | +162.5% | +168.8% |
| 10Y | +207.3% | +45.0% | +162.3% | +174.2% |
| All | +1,257.8% | +10,476.7% | -9,218.9% | +731.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded DLTR 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling