+3,003.4%
SHOP vs CTSH
+18.8%
+2,984.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -3.8% | -3.7% | -4.8% |
| 7D | -4.1% | -5.5% | +1.4% | -0.1% |
| 30D | -11.5% | +4.5% | -16.0% | -14.3% |
| 3M | +21.1% | +13.7% | +7.3% | +8.1% |
| 6M | +3.0% | -8.4% | +11.4% | +7.6% |
| YTD | -16.7% | -26.5% | +9.8% | +2.0% |
| 1Y | -8.3% | -13.9% | +5.6% | -0.4% |
| 3Y | +112.8% | -11.3% | +124.2% | +127.7% |
| 5Y | -9.3% | -14.8% | +5.6% | +2.5% |
| 10Y | +3,003.4% | +22.5% | +2,980.9% | +2,875.2% |
| All | +3,003.4% | +18.8% | +2,984.7% | +2,875.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 CTSH 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