-8.3%
SHOP vs GPC
-0.1%
-8.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.9% | -4.7% | -7.2% |
| 7D | -4.1% | +0.2% | -4.3% | -4.0% |
| 30D | -11.5% | -0.4% | -11.1% | -11.4% |
| 3M | +21.1% | +39.2% | -18.1% | +19.4% |
| 6M | +3.0% | +18.2% | -15.2% | -0.3% |
| YTD | -16.7% | +12.1% | -28.8% | -21.5% |
| 1Y | -8.3% | -0.7% | -7.6% | -12.0% |
| All | -8.3% | -0.1% | -8.2% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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