-4.9%
SHOP vs LSCC
+57.8%
-62.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.1% | +7.3% |
| 7D | -9.0% | +3.0% | -12.0% | -9.0% |
| 30D | -4.4% | -19.3% | +14.8% | -3.1% |
| 3M | +24.1% | -22.3% | +46.4% | +25.6% |
| 6M | +20.0% | -14.6% | +34.6% | +17.9% |
| YTD | -4.9% | +45.8% | -50.7% | -22.6% |
| 1Y | -4.9% | +69.6% | -74.5% | -32.8% |
| All | -4.9% | +57.8% | -62.8% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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