+43.3%
SHEL vs RRC
+44.7%
-1.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.5% | +1.3% | -1.4% |
| 7D | -3.2% | -6.8% | +3.6% | -1.6% |
| 30D | +5.5% | +34.7% | -29.2% | -4.7% |
| 3M | +14.4% | +31.5% | -17.1% | +4.0% |
| 6M | +16.2% | +21.8% | -5.6% | +8.0% |
| YTD | +42.4% | +48.9% | -6.4% | +24.4% |
| 1Y | +43.3% | +42.1% | +1.2% | +25.9% |
| All | +43.3% | +44.7% | -1.4% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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