+14.8%
SHEL vs VIAV
+27.0%
-12.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.5% | +4.9% | +0.5% |
| 7D | +3.9% | +11.2% | -7.3% | +3.7% |
| 30D | +7.0% | -2.6% | +9.6% | +6.9% |
| 3M | +12.5% | -20.1% | +32.6% | +12.8% |
| 6M | +14.8% | +25.8% | -11.1% | +17.5% |
| All | +14.8% | +27.0% | -12.2% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 6mo: compounded portfolio wealth divided by compounded VIAV 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…
6mo analysis · Full analysis span regression · 6 months rolling