+2,941.1%
SHOP vs AAL
-64.2%
+3,005.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | 0.0% |
| 7D | -13.2% | -0.9% | -12.3% | -13.0% |
| 30D | -17.0% | -16.0% | -1.1% | -12.9% |
| 3M | +17.0% | -4.2% | +21.3% | +18.1% |
| 6M | -2.1% | +15.7% | -17.8% | -6.9% |
| YTD | -21.4% | -16.2% | -5.2% | -18.6% |
| 1Y | -11.0% | +0.2% | -11.2% | -12.6% |
| 3Y | +100.9% | -8.1% | +109.0% | +94.8% |
| 5Y | -14.7% | -32.2% | +17.5% | -12.7% |
| All | +2,941.1% | -64.2% | +3,005.3% | +3,519.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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