-1.6%
SHOP vs LSCC
+36.3%
-37.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.3% | -1.3% | -2.5% |
| 7D | +2.8% | +5.0% | -2.2% | +0.3% |
| 30D | -14.2% | -11.7% | -2.4% | -10.4% |
| 3M | -5.5% | -13.3% | +7.8% | -1.9% |
| 6M | +32.8% | -12.5% | +45.3% | +28.6% |
| YTD | -8.9% | +51.2% | -60.1% | -39.7% |
| 1Y | -7.7% | +65.9% | -73.6% | -42.5% |
| 3Y | +139.0% | +95.3% | +43.7% | +13.3% |
| All | -1.6% | +36.3% | -37.9% | -48.8% |
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