+47.6%
XOP vs SHAK
-34.0%
+81.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -1.0% | -0.8% |
| 7D | +2.6% | -0.7% | +3.3% | +2.5% |
| 30D | +15.4% | -6.6% | +22.1% | +14.9% |
| 3M | +12.1% | +30.1% | -18.0% | +14.1% |
| 6M | +19.7% | -28.7% | +48.4% | +20.3% |
| YTD | +52.4% | -14.5% | +66.9% | +53.5% |
| 1Y | +47.6% | -31.9% | +79.4% | +44.2% |
| All | +47.6% | -34.0% | +81.6% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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