+36.4%
SHEL vs PCOR
+1.3%
+35.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.4% |
| 7D | +0.8% | +3.0% | -2.3% | +0.9% |
| 30D | -3.6% | +38.7% | -42.3% | -2.1% |
| 3M | +12.0% | +24.9% | -12.8% | +13.6% |
| 6M | +19.7% | +68.8% | -49.1% | +22.5% |
| YTD | +39.6% | +6.7% | +32.9% | +36.5% |
| 1Y | +36.4% | +3.0% | +33.4% | +33.8% |
| All | +36.4% | +1.3% | +35.2% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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