-2.9%
SHOP vs LSCC
+26.3%
-29.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +7.1% | -3.5% | +0.1% |
| 7D | -5.4% | +13.0% | -18.4% | -11.8% |
| 30D | -10.3% | -19.8% | +9.5% | -1.8% |
| 3M | +1.0% | -18.4% | +19.4% | +8.1% |
| 6M | +41.2% | -16.1% | +57.3% | +39.0% |
| YTD | -7.5% | +42.7% | -50.2% | -36.9% |
| 1Y | -4.6% | +68.0% | -72.6% | -41.4% |
| 3Y | +146.4% | +85.8% | +60.6% | +19.5% |
| All | -2.9% | +26.3% | -29.3% | -47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling