+62.9%
KO vs SHOP
+99.7%
-36.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.3% |
| 7D | -1.1% | -13.2% | +12.1% | -1.3% |
| 30D | +1.6% | -17.0% | +18.6% | +1.3% |
| 3M | +5.8% | +17.0% | -11.3% | +6.3% |
| 6M | +14.3% | -2.1% | +16.4% | +14.6% |
| YTD | +27.3% | -21.4% | +48.7% | +27.5% |
| 1Y | +33.2% | -11.0% | +44.1% | +33.4% |
| All | +62.9% | +99.7% | -36.8% | +60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling