+7,788.2%
SHOP vs OXY
+10.8%
+7,777.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.0% | -8.6% | -7.7% |
| 7D | -4.1% | -0.5% | -3.6% | -4.0% |
| 30D | -11.5% | +8.5% | -20.0% | -12.6% |
| 3M | +21.1% | +6.0% | +15.0% | +19.5% |
| 6M | +3.0% | +13.0% | -10.0% | +0.2% |
| YTD | -16.7% | +48.9% | -65.6% | -22.6% |
| 1Y | -8.3% | +36.4% | -44.7% | -13.8% |
| 3Y | +112.8% | -2.3% | +115.1% | +108.7% |
| 5Y | -9.3% | +160.6% | -169.9% | -23.0% |
| 10Y | +3,003.4% | +2.0% | +3,001.5% | +3,360.6% |
| All | +7,788.2% | +10.8% | +7,777.4% | +9,685.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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