+57.1%
SHOP vs CORZ
+225.9%
-168.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.4% | -2.0% | -4.9% |
| 7D | -10.6% | +7.6% | -18.2% | -11.8% |
| 30D | -18.3% | -6.9% | -11.4% | -17.6% |
| 3M | +14.8% | -33.0% | +47.9% | +20.6% |
| 6M | -5.0% | +19.3% | -24.4% | -12.8% |
| YTD | -21.2% | +24.2% | -45.5% | -28.6% |
| 1Y | -11.6% | +24.5% | -36.1% | -20.6% |
| All | +57.1% | +225.9% | -168.9% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling