+8,434.7%
SHOP vs GPC
+106.0%
+8,328.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.7% | -1.0% |
| 7D | -5.1% | +1.2% | -6.3% | -5.5% |
| 30D | +0.6% | +6.0% | -5.4% | -1.8% |
| 3M | +25.0% | +42.6% | -17.6% | +7.3% |
| 6M | +11.9% | +22.8% | -10.9% | +1.9% |
| YTD | -9.9% | +15.5% | -25.3% | -17.2% |
| 1Y | 0.0% | +2.0% | -2.1% | -3.3% |
| 3Y | +117.5% | -1.4% | +118.9% | +106.9% |
| 5Y | -6.6% | +30.6% | -37.2% | -19.4% |
| 10Y | +3,320.3% | +80.6% | +3,239.7% | +2,383.9% |
| All | +8,434.7% | +106.0% | +8,328.7% | +5,289.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling