-4.9%
SHOP vs LII
-26.0%
+21.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.6% | +3.7% | +6.9% |
| 7D | -9.0% | +7.9% | -16.9% | -9.7% |
| 30D | -4.4% | -0.6% | -3.8% | -4.6% |
| 3M | +24.1% | -19.3% | +43.5% | +26.3% |
| 6M | +20.0% | -29.8% | +49.8% | +22.8% |
| YTD | -4.9% | -25.4% | +20.5% | -7.9% |
| 1Y | -4.9% | -26.2% | +21.3% | -7.4% |
| All | -4.9% | -26.0% | +21.1% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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