+70.0%
SHEL vs KMI
+112.1%
-42.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.8% | +0.9% |
| 7D | +3.9% | -2.1% | +6.0% | +4.7% |
| 30D | +7.0% | -1.7% | +8.6% | +7.5% |
| 3M | +12.5% | -1.9% | +14.4% | +13.0% |
| 6M | +14.8% | -4.3% | +19.1% | +16.2% |
| YTD | +34.2% | +15.8% | +18.4% | +26.4% |
| 1Y | +37.0% | +17.6% | +19.4% | +28.1% |
| All | +70.0% | +112.1% | -42.1% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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