0.0%
SHOP vs XLK
+44.7%
-44.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -1.0% |
| 7D | -5.1% | +0.9% | -6.0% | -5.6% |
| 30D | +0.6% | +0.7% | -0.1% | +0.1% |
| 3M | +25.0% | -2.9% | +28.0% | +28.4% |
| 6M | +11.9% | +34.3% | -22.3% | -25.8% |
| YTD | -9.9% | +30.4% | -40.3% | -37.0% |
| 1Y | 0.0% | +43.4% | -43.4% | -39.1% |
| All | 0.0% | +44.7% | -44.7% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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