+2,993.7%
SHOP vs CPAY
+155.2%
+2,838.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -11.2% | -2.0% | -9.3% | -10.0% |
| 30D | -14.4% | -0.4% | -14.0% | -14.0% |
| 3M | +16.6% | +16.4% | +0.2% | +5.5% |
| 6M | -0.6% | +23.5% | -24.1% | -14.1% |
| YTD | -20.0% | +35.7% | -55.6% | -35.8% |
| 1Y | -11.2% | +30.2% | -41.4% | -27.3% |
| 3Y | +99.5% | +49.7% | +49.8% | +49.2% |
| 5Y | -13.2% | +56.6% | -69.8% | -36.5% |
| All | +2,993.7% | +155.2% | +2,838.5% | +1,537.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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