+0.5%
SHOP vs MKC
-25.8%
+26.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.2% |
| 7D | -1.2% | -3.0% | +1.8% | -1.2% |
| 30D | -14.7% | +4.8% | -19.6% | -14.5% |
| 3M | -7.2% | -12.8% | +5.6% | -7.9% |
| 6M | +54.2% | +5.0% | +49.2% | +59.5% |
| YTD | -8.6% | -29.1% | +20.4% | -16.6% |
| 1Y | +0.5% | -26.4% | +26.9% | -8.1% |
| All | +0.5% | -25.8% | +26.3% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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