+8,434.7%
SHOP vs C
+239.2%
+8,195.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -5.1% | +3.6% | -8.7% | -6.8% |
| 30D | +0.6% | +0.1% | +0.5% | +0.4% |
| 3M | +25.0% | +2.4% | +22.6% | +22.7% |
| 6M | +11.9% | +24.9% | -13.0% | -1.5% |
| YTD | -9.9% | +19.8% | -29.7% | -18.8% |
| 1Y | 0.0% | +44.9% | -44.9% | -18.5% |
| 3Y | +117.5% | +263.0% | -145.5% | +14.7% |
| 5Y | -6.6% | +129.5% | -136.2% | -40.3% |
| 10Y | +3,320.3% | +291.6% | +3,028.7% | +1,441.6% |
| All | +8,434.7% | +239.2% | +8,195.5% | +4,169.4% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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