+8,434.7%
SHOP vs MKC
+63.0%
+8,371.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | -0.2% |
| 7D | -5.1% | -5.9% | +0.8% | -3.1% |
| 30D | +0.6% | -0.9% | +1.5% | +0.8% |
| 3M | +25.0% | +12.7% | +12.3% | +19.9% |
| 6M | +11.9% | -19.3% | +31.2% | +19.8% |
| YTD | -9.9% | -22.2% | +12.3% | -3.3% |
| 1Y | 0.0% | -23.3% | +23.3% | +7.4% |
| 3Y | +117.5% | -30.0% | +147.5% | +137.5% |
| 5Y | -6.6% | -33.8% | +27.1% | +1.9% |
| 10Y | +3,320.3% | +24.4% | +3,295.9% | +2,769.5% |
| All | +8,434.7% | +63.0% | +8,371.7% | +5,982.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling