+8,434.7%
SHOP vs AEE
+266.7%
+8,168.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | -5.1% | +0.3% | -5.4% | -5.2% |
| 30D | +0.6% | -2.3% | +2.9% | +1.1% |
| 3M | +25.0% | +0.2% | +24.8% | +24.7% |
| 6M | +11.9% | -4.7% | +16.7% | +12.7% |
| YTD | -9.9% | +8.1% | -18.0% | -12.6% |
| 1Y | 0.0% | +8.5% | -8.6% | -3.3% |
| 3Y | +117.5% | +48.9% | +68.6% | +88.6% |
| 5Y | -6.6% | +39.9% | -46.6% | -18.1% |
| 10Y | +3,320.3% | +186.5% | +3,133.8% | +2,373.9% |
| All | +8,434.7% | +266.7% | +8,168.0% | +5,380.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling