+8,434.7%
SHOP vs CNP
+182.6%
+8,252.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.3% |
| 7D | -5.1% | +1.1% | -6.2% | -5.4% |
| 30D | +0.6% | -1.8% | +2.4% | +1.1% |
| 3M | +25.0% | -4.6% | +29.7% | +26.4% |
| 6M | +11.9% | -8.8% | +20.8% | +14.3% |
| YTD | -9.9% | +5.2% | -15.1% | -12.6% |
| 1Y | 0.0% | +8.3% | -8.3% | -4.2% |
| 3Y | +117.5% | +54.9% | +62.6% | +80.9% |
| 5Y | -6.6% | +73.5% | -80.2% | -25.4% |
| 10Y | +3,320.3% | +139.1% | +3,181.2% | +2,009.7% |
| All | +8,434.7% | +182.6% | +8,252.1% | +4,648.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling