-4.9%
SHOP vs CVX
+47.0%
-51.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.7% | +11.0% | +4.8% |
| 7D | -9.0% | -5.3% | -3.7% | -12.1% |
| 30D | -4.4% | +5.1% | -9.5% | -0.7% |
| 3M | +24.1% | +14.9% | +9.2% | +37.0% |
| 6M | +20.0% | +14.9% | +5.1% | +33.0% |
| YTD | -4.9% | +46.3% | -51.3% | +12.2% |
| 1Y | -4.9% | +47.0% | -51.9% | +11.9% |
| All | -4.9% | +47.0% | -51.9% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 CVX 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