+37.9%
SHEL vs KMB
-20.2%
+58.0%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | -0.1% |
| 7D | +3.0% | -8.6% | +11.6% | +2.2% |
| 30D | +7.2% | -7.5% | +14.7% | +6.4% |
| 3M | +12.9% | -0.6% | +13.5% | +12.6% |
| 6M | +13.7% | -1.5% | +15.2% | +14.1% |
| YTD | +33.7% | +1.6% | +32.1% | +34.5% |
| 1Y | +37.9% | -20.8% | +58.7% | +34.9% |
| All | +37.9% | -20.2% | +58.0% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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