+34.0%
SHEL vs MPC
+105.0%
-71.1%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -1.5% |
| 7D | -5.8% | -9.4% | +3.6% | -3.3% |
| 30D | -1.3% | -14.3% | +13.0% | +2.8% |
| 3M | +12.7% | +31.1% | -18.4% | +3.5% |
| 6M | +19.9% | +60.3% | -40.4% | +3.4% |
| YTD | +38.3% | +142.5% | -104.3% | +8.0% |
| All | +34.0% | +105.0% | -71.1% | +9.1% |
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