-4.9%
SHOP vs CRCL
-33.1%
+28.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.1% | +7.1% |
| 7D | -9.0% | -6.8% | -2.2% | -7.9% |
| 30D | -4.4% | -8.6% | +4.2% | -3.0% |
| 3M | +24.1% | +20.3% | +3.8% | +19.6% |
| 6M | +20.0% | -36.3% | +56.3% | +26.7% |
| YTD | -4.9% | -4.0% | -0.9% | -10.0% |
| 1Y | -4.9% | -31.6% | +26.7% | -4.1% |
| All | -4.9% | -33.1% | +28.2% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 1y: compounded portfolio wealth divided by compounded CRCL 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…
1y analysis · Full analysis span regression · 6 months rolling