+52.6%
XOM vs SHOP
-6.2%
+58.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +7.3% | -12.0% | -3.7% |
| 7D | -7.0% | -9.0% | +2.0% | -7.9% |
| 30D | +3.2% | -4.4% | +7.6% | +2.9% |
| 3M | +10.7% | +24.1% | -13.5% | +14.4% |
| 6M | +11.6% | +20.0% | -8.4% | +16.0% |
| YTD | +43.5% | -4.9% | +48.4% | +46.4% |
| 1Y | +52.6% | -4.9% | +57.5% | +55.8% |
| All | +52.6% | -6.2% | +58.8% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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