+71.5%
SHEL vs PNC
+131.1%
-59.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.8% |
| 7D | +4.1% | -0.6% | +4.7% | +4.2% |
| 30D | +8.4% | -4.4% | +12.8% | +9.1% |
| 3M | +13.7% | +5.2% | +8.5% | +12.6% |
| 6M | +12.7% | +20.6% | -7.9% | +8.7% |
| YTD | +35.3% | +19.8% | +15.5% | +30.2% |
| 1Y | +39.4% | +24.4% | +14.9% | +32.9% |
| 3Y | +71.5% | +131.2% | -59.8% | +43.5% |
| All | +71.5% | +131.1% | -59.6% | +43.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling