+2,941.1%
SHOP vs XOP
+58.4%
+2,882.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.2% |
| 7D | -13.2% | +1.6% | -14.8% | -13.6% |
| 30D | -17.0% | +9.6% | -26.6% | -19.1% |
| 3M | +17.0% | +16.9% | +0.1% | +11.4% |
| 6M | -2.1% | +24.0% | -26.2% | -9.1% |
| YTD | -21.4% | +56.2% | -77.6% | -31.9% |
| 1Y | -11.0% | +51.8% | -62.8% | -22.4% |
| 3Y | +100.9% | +37.0% | +64.0% | +79.5% |
| 5Y | -14.7% | +163.4% | -178.1% | -34.2% |
| All | +2,941.1% | +58.4% | +2,882.7% | +2,431.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 10y: compounded portfolio wealth divided by compounded XOP 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…
10y analysis · Full analysis span regression · 6 months rolling