+3,003.4%
SHOP vs CNP
+135.4%
+2,868.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.1% | -8.7% | -7.9% |
| 7D | -4.1% | +1.6% | -5.7% | -4.6% |
| 30D | -11.5% | -0.8% | -10.7% | -11.4% |
| 3M | +21.1% | -3.6% | +24.6% | +21.9% |
| 6M | +3.0% | -6.9% | +9.9% | +4.4% |
| YTD | -16.7% | +6.4% | -23.1% | -19.4% |
| 1Y | -8.3% | +9.9% | -18.2% | -12.4% |
| 3Y | +112.8% | +53.1% | +59.7% | +79.3% |
| 5Y | -9.3% | +72.0% | -81.2% | -26.4% |
| 10Y | +3,003.4% | +131.5% | +2,871.9% | +2,029.4% |
| All | +3,003.4% | +135.4% | +2,868.1% | +2,029.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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