+85.7%
SHEL vs KVUE
-20.4%
+106.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +3.9% | -6.1% | +10.1% | +4.2% |
| 30D | +7.0% | -5.6% | +12.5% | +7.2% |
| 3M | +12.5% | -0.3% | +12.8% | +12.4% |
| 6M | +14.8% | +1.4% | +13.4% | +14.5% |
| YTD | +34.2% | +6.7% | +27.4% | +33.4% |
| 1Y | +37.0% | +1.0% | +36.0% | +36.6% |
| 3Y | +70.9% | -5.4% | +76.3% | +71.5% |
| All | +85.7% | -20.4% | +106.1% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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