+33.3%
SHEL vs LII
-28.2%
+61.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.7% |
| 7D | +2.2% | -0.7% | +3.0% | +2.2% |
| 30D | +6.8% | -12.6% | +19.4% | +6.0% |
| 3M | +8.1% | -24.4% | +32.6% | +6.5% |
| 6M | +14.4% | -28.7% | +43.1% | +13.7% |
| YTD | +30.0% | -19.1% | +49.1% | +29.1% |
| 1Y | +33.3% | -29.7% | +63.0% | +30.3% |
| All | +33.3% | -28.2% | +61.5% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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