+2,460.3%
SHEL vs KMB
+1,824.3%
+636.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.1% |
| 7D | +2.2% | -3.0% | +5.3% | +3.1% |
| 30D | +6.8% | -5.5% | +12.3% | +8.5% |
| 3M | +8.1% | +14.0% | -5.9% | +3.4% |
| 6M | +14.4% | +4.1% | +10.3% | +12.0% |
| YTD | +30.0% | +8.0% | +21.9% | +25.7% |
| 1Y | +33.3% | -13.7% | +47.1% | +37.2% |
| 3Y | +66.4% | -5.9% | +72.4% | +64.7% |
| 5Y | +178.6% | -8.6% | +187.2% | +173.8% |
| 10Y | +198.4% | +17.3% | +181.1% | +162.3% |
| All | +2,460.3% | +1,824.3% | +636.0% | +1,207.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling