+2,989.4%
SHOP vs CIEN
+1,418.4%
+1,571.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.0% | -4.5% | -5.1% |
| 7D | -10.6% | -4.6% | -6.1% | -9.7% |
| 30D | -18.3% | -12.8% | -5.5% | -15.3% |
| 3M | +14.8% | -23.1% | +37.9% | +21.3% |
| 6M | -5.0% | +6.1% | -11.1% | -18.6% |
| YTD | -21.2% | +44.5% | -65.8% | -43.4% |
| 1Y | -11.6% | +176.6% | -188.2% | -54.5% |
| 3Y | +101.2% | +601.0% | -499.7% | -38.7% |
| 5Y | -15.7% | +509.1% | -524.8% | -72.6% |
| 10Y | +2,989.4% | +1,460.5% | +1,528.9% | +563.7% |
| All | +2,989.4% | +1,418.4% | +1,571.0% | +563.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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