+8,355.9%
SHOP vs LSCC
+1,501.8%
+6,854.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -8.6% | +2.5% | -2.7% |
| 7D | -13.9% | -4.8% | -9.0% | -12.8% |
| 30D | -12.6% | -27.1% | +14.5% | -2.3% |
| 3M | -0.3% | -23.6% | +23.3% | +8.2% |
| 6M | +33.6% | -19.8% | +53.4% | +35.3% |
| YTD | -10.7% | +33.2% | -43.9% | -29.8% |
| 1Y | -11.8% | +55.2% | -67.0% | -35.3% |
| 3Y | +133.9% | +70.1% | +63.8% | +52.8% |
| 5Y | -5.9% | +19.5% | -25.4% | -30.8% |
| 10Y | +3,571.8% | +1,164.9% | +2,406.9% | +1,377.7% |
| All | +8,355.9% | +1,501.8% | +6,854.1% | +3,378.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling