+69.4%
SHEL vs DOW
-35.5%
+104.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | +3.0% | -6.0% | +9.0% | +4.6% |
| 30D | +7.2% | -2.7% | +10.0% | +7.9% |
| 3M | +12.9% | -10.5% | +23.4% | +15.7% |
| 6M | +13.7% | -12.4% | +26.1% | +16.9% |
| YTD | +33.7% | +30.0% | +3.6% | +24.7% |
| 1Y | +37.9% | +27.8% | +10.1% | +28.3% |
| All | +69.4% | -35.5% | +104.8% | +88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 3y: compounded portfolio wealth divided by compounded DOW 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…
3y analysis · Full analysis span regression · 6 months rolling