+8,524.1%
SHOP vs CNP
+193.8%
+8,330.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.6% | -3.9% |
| 7D | +2.8% | -3.0% | +5.9% | +3.7% |
| 30D | -14.2% | +6.8% | -21.0% | -16.1% |
| 3M | -5.5% | +3.6% | -9.2% | -6.9% |
| 6M | +32.8% | 0.0% | +32.8% | +31.7% |
| YTD | -8.9% | +9.4% | -18.3% | -12.9% |
| 1Y | -7.7% | +6.8% | -14.6% | -11.1% |
| 3Y | +139.0% | +64.2% | +74.9% | +94.6% |
| 5Y | -0.5% | +76.0% | -76.6% | -20.9% |
| 10Y | +3,557.0% | +143.3% | +3,413.7% | +2,149.8% |
| All | +8,524.1% | +193.8% | +8,330.3% | +4,629.1% |
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