+2,614.8%
SHEL vs WEC
+4,422.7%
-1,807.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.6% | -0.7% | -0.8% | -1.3% |
| 30D | -4.3% | +11.0% | -15.3% | -8.0% |
| 3M | +10.4% | +8.6% | +1.8% | +6.8% |
| 6M | +17.5% | +6.2% | +11.4% | +14.5% |
| YTD | +37.8% | +14.3% | +23.5% | +30.4% |
| 1Y | +33.8% | +8.4% | +25.4% | +29.1% |
| 3Y | +69.1% | +62.9% | +6.2% | +38.0% |
| 5Y | +165.7% | +55.8% | +109.9% | +117.1% |
| 10Y | +212.9% | +193.2% | +19.7% | +81.3% |
| All | +2,614.8% | +4,422.7% | -1,807.9% | +524.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 all: compounded portfolio wealth divided by compounded WEC 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…
all analysis · Full analysis span regression · 6 months rolling