+190.1%
SHEL vs UAL
+131.8%
+58.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.8% | +5.4% | +2.8% |
| 7D | +1.9% | +3.4% | -1.5% | +1.7% |
| 30D | +8.7% | -16.5% | +25.1% | +10.0% |
| 3M | +11.0% | +2.8% | +8.2% | +10.1% |
| 6M | +14.6% | +17.6% | -3.0% | +11.7% |
| YTD | +33.3% | -3.2% | +36.5% | +32.2% |
| 1Y | +37.9% | +0.4% | +37.4% | +35.8% |
| 3Y | +69.7% | +128.2% | -58.4% | +46.4% |
| 5Y | +190.1% | +137.7% | +52.4% | +146.1% |
| All | +190.1% | +131.8% | +58.4% | +146.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling