+3,647.2%
SHOP vs LSCC
+1,398.6%
+2,248.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.4% | -6.3% | -1.7% |
| 7D | -2.7% | +19.3% | -22.0% | -11.0% |
| 30D | -11.0% | -9.6% | -1.4% | -8.4% |
| 3M | +0.3% | -12.4% | +12.7% | +3.3% |
| 6M | +37.7% | -10.5% | +48.2% | +33.0% |
| YTD | -5.5% | +54.8% | -60.3% | -33.9% |
| 1Y | -0.2% | +79.4% | -79.6% | -35.5% |
| 3Y | +151.9% | +109.6% | +42.3% | +35.5% |
| 5Y | -2.2% | +40.4% | -42.6% | -37.9% |
| 10Y | +3,647.2% | +1,379.1% | +2,268.1% | +927.0% |
| All | +3,647.2% | +1,398.6% | +2,248.6% | +927.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling