+37.9%
SHEL vs UAL
-0.3%
+38.1%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.2% |
| 7D | +3.0% | -1.1% | +4.2% | +2.9% |
| 30D | +7.2% | -13.4% | +20.7% | +5.4% |
| 3M | +12.9% | -2.3% | +15.2% | +12.4% |
| 6M | +13.7% | +13.3% | +0.4% | +14.9% |
| YTD | +33.7% | -4.2% | +37.9% | +34.6% |
| 1Y | +37.9% | +1.4% | +36.5% | +37.6% |
| All | +37.9% | -0.3% | +38.1% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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