+81.8%
SHOP vs CORZ
+159.1%
-77.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.5% |
| 7D | +2.1% | +26.4% | -24.3% | -1.7% |
| 30D | -16.8% | -6.8% | -10.0% | -16.6% |
| 3M | -2.4% | -31.1% | +28.7% | +2.4% |
| 6M | +47.0% | -36.9% | +83.9% | +53.0% |
| YTD | -8.8% | -1.2% | -7.6% | -15.0% |
| 1Y | -6.3% | -12.5% | +6.3% | -10.8% |
| All | +81.8% | +159.1% | -77.3% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 3y: compounded portfolio wealth divided by compounded CORZ 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…
3y analysis · Full analysis span regression · 6 months rolling