+8,524.1%
SHOP vs CG
+147.1%
+8,377.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.4% | -2.1% | -2.7% |
| 7D | +2.8% | +2.0% | +0.9% | +1.6% |
| 30D | -14.2% | +8.5% | -22.7% | -18.7% |
| 3M | -5.5% | -12.1% | +6.6% | +1.9% |
| 6M | +32.8% | -16.4% | +49.2% | +45.9% |
| YTD | -8.9% | -28.0% | +19.0% | +9.0% |
| 1Y | -7.7% | -18.9% | +11.2% | +2.3% |
| 3Y | +139.0% | +51.2% | +87.8% | +77.5% |
| 5Y | -0.5% | -15.9% | +15.3% | +3.4% |
| 10Y | +3,557.0% | +305.9% | +3,251.1% | +1,615.5% |
| All | +8,524.1% | +147.1% | +8,377.1% | +5,548.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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