+207.3%
SHEL vs MPC
+1,153.9%
-946.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.1% |
| 7D | +3.0% | +3.2% | -0.2% | +1.5% |
| 30D | +7.2% | +25.0% | -17.8% | -3.5% |
| 3M | +12.9% | +55.2% | -42.3% | -8.5% |
| 6M | +13.7% | +86.4% | -72.7% | -15.9% |
| YTD | +33.7% | +148.5% | -114.8% | -14.1% |
| 1Y | +37.9% | +121.7% | -83.8% | -7.0% |
| 3Y | +70.2% | +172.9% | -102.6% | 0.0% |
| 5Y | +192.3% | +679.9% | -487.6% | +0.5% |
| 10Y | +207.3% | +1,174.7% | -967.4% | -21.6% |
| All | +207.3% | +1,153.9% | -946.6% | -21.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling