+46.0%
XOM vs SHOP
+3.0%
+43.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.1% | -1.7% |
| 7D | +1.8% | -5.1% | +6.9% | +1.2% |
| 30D | +5.9% | +0.6% | +5.3% | +6.0% |
| 3M | +5.6% | +25.0% | -19.5% | +8.7% |
| 6M | +7.9% | +11.9% | -4.1% | +10.9% |
| YTD | +35.2% | -9.9% | +45.0% | +36.8% |
| 1Y | +46.0% | 0.0% | +46.0% | +53.5% |
| All | +46.0% | +3.0% | +43.0% | +53.5% |
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