+8,844.7%
SHOP vs CCL
-23.8%
+8,868.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.2% | -2.0% | +0.8% |
| 7D | -2.7% | +3.1% | -5.7% | -3.5% |
| 30D | -11.0% | +17.5% | -28.5% | -15.5% |
| 3M | +0.3% | +6.8% | -6.5% | -2.0% |
| 6M | +37.7% | +18.7% | +19.0% | +29.7% |
| YTD | -5.5% | +3.0% | -8.6% | -7.8% |
| 1Y | -0.2% | +17.7% | -17.9% | -7.2% |
| 3Y | +151.9% | +155.6% | -3.7% | +83.6% |
| 5Y | -2.2% | +30.2% | -32.4% | -21.7% |
| 10Y | +3,647.2% | -28.5% | +3,675.6% | +3,337.0% |
| All | +8,844.7% | -23.8% | +8,868.5% | +8,784.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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