+2,989.4%
SHOP vs AEE
+186.8%
+2,802.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.0% | -5.3% |
| 7D | -10.6% | +1.1% | -11.7% | -10.9% |
| 30D | -18.3% | 0.0% | -18.3% | -18.3% |
| 3M | +14.8% | -0.9% | +15.7% | +14.9% |
| 6M | -5.0% | -2.4% | -2.6% | -4.9% |
| YTD | -21.2% | +8.6% | -29.9% | -23.7% |
| 1Y | -11.6% | +10.2% | -21.8% | -14.8% |
| 3Y | +101.2% | +47.8% | +53.4% | +75.3% |
| 5Y | -15.7% | +40.1% | -55.8% | -25.9% |
| 10Y | +2,989.4% | +195.0% | +2,794.4% | +2,300.0% |
| All | +2,989.4% | +186.8% | +2,802.6% | +2,300.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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