+188.8%
SHEL vs DOW
-37.7%
+226.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.5% |
| 7D | +4.1% | -1.4% | +5.5% | +4.6% |
| 30D | +8.4% | -3.9% | +12.3% | +9.7% |
| 3M | +13.7% | -12.7% | +26.4% | +18.5% |
| 6M | +12.7% | -13.7% | +26.4% | +17.1% |
| YTD | +35.3% | +28.4% | +6.9% | +22.1% |
| 1Y | +39.4% | +21.8% | +17.6% | +27.1% |
| 3Y | +71.5% | -35.7% | +107.2% | +99.4% |
| All | +188.8% | -37.7% | +226.5% | +235.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling