+43.3%
SHEL vs PNC
+32.8%
+10.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.8% | -4.0% | -2.1% |
| 7D | -3.2% | +2.3% | -5.4% | -3.0% |
| 30D | +5.5% | +7.0% | -1.4% | +6.0% |
| 3M | +14.4% | -7.3% | +21.7% | +13.6% |
| 6M | +16.2% | +8.9% | +7.2% | +16.7% |
| YTD | +42.4% | +15.5% | +26.9% | +41.6% |
| 1Y | +43.3% | +31.8% | +11.5% | +40.2% |
| All | +43.3% | +32.8% | +10.5% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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