+22.6%
SHOP vs CRCL
+31.3%
-8.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.7% |
| 7D | -11.2% | -11.2% | 0.0% | -9.7% |
| 30D | -14.4% | +27.1% | -41.5% | -17.5% |
| 3M | +16.6% | +9.6% | +6.9% | +13.8% |
| 6M | -0.6% | -19.7% | +19.1% | -0.4% |
| YTD | -20.0% | +14.2% | -34.2% | -24.6% |
| 1Y | -11.2% | -32.2% | +21.0% | -11.9% |
| All | +22.6% | +31.3% | -8.7% | +22.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling