+162.6%
SHEL vs DOW
-28.2%
+190.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.7% | +1.4% |
| 7D | +0.8% | +5.2% | -4.4% | -0.9% |
| 30D | -3.6% | +13.2% | -16.8% | -7.6% |
| 3M | +12.0% | +10.1% | +2.0% | +8.1% |
| 6M | +19.7% | -13.1% | +32.8% | +24.5% |
| YTD | +39.6% | +46.1% | -6.5% | +20.5% |
| 1Y | +36.4% | +50.0% | -13.6% | +16.3% |
| 3Y | +70.2% | -20.2% | +90.4% | +81.4% |
| All | +162.6% | -28.2% | +190.8% | +186.7% |
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