+0.5%
SHOP vs CVX
+48.4%
-47.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +1.3% |
| 7D | -1.2% | +3.4% | -4.6% | +1.0% |
| 30D | -14.7% | -1.0% | -13.8% | -15.0% |
| 3M | -7.2% | +12.2% | -19.4% | +0.9% |
| 6M | +54.2% | +20.3% | +33.8% | +74.1% |
| YTD | -8.6% | +48.3% | -56.9% | +6.9% |
| 1Y | +0.5% | +46.9% | -46.4% | +19.2% |
| All | +0.5% | +48.4% | -47.9% | +19.2% |
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