+8,355.9%
SHOP vs EXPD
+361.2%
+7,994.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.5% | -1.6% | -3.2% |
| 7D | -13.9% | -4.8% | -9.1% | -11.4% |
| 30D | -12.6% | -1.5% | -11.1% | -12.0% |
| 3M | -0.3% | +4.1% | -4.5% | -3.6% |
| 6M | +33.6% | +24.0% | +9.5% | +14.9% |
| YTD | -10.7% | +27.4% | -38.1% | -26.6% |
| 1Y | -11.8% | +38.4% | -50.1% | -31.6% |
| 3Y | +133.9% | +73.2% | +60.7% | +49.9% |
| 5Y | -5.9% | +59.9% | -65.8% | -36.4% |
| 10Y | +3,571.8% | +319.9% | +3,251.9% | +1,289.3% |
| All | +8,355.9% | +361.2% | +7,994.7% | +2,955.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 all: compounded portfolio wealth divided by compounded EXPD 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…
all analysis · Full analysis span regression · 6 months rolling