+43.3%
SHEL vs MPC
+122.9%
-79.6%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -8.1% | +5.9% | 0.0% |
| 7D | -3.2% | -10.9% | +7.7% | -0.1% |
| 30D | +5.5% | -9.4% | +14.9% | +8.2% |
| 3M | +14.4% | +26.0% | -11.6% | +6.5% |
| 6M | +16.2% | +56.5% | -40.4% | +1.1% |
| YTD | +42.4% | +144.3% | -101.8% | +11.6% |
| 1Y | +43.3% | +117.2% | -74.0% | +15.3% |
| All | +43.3% | +122.9% | -79.6% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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