+2,989.4%
SHOP vs O
+49.9%
+2,939.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.5% | -4.0% | -4.8% |
| 7D | -10.6% | -2.3% | -8.4% | -9.8% |
| 30D | -18.3% | -2.4% | -15.8% | -17.4% |
| 3M | +14.8% | -0.6% | +15.4% | +15.1% |
| 6M | -5.0% | -5.0% | 0.0% | -3.4% |
| YTD | -21.2% | +10.4% | -31.6% | -25.3% |
| 1Y | -11.6% | +6.6% | -18.2% | -15.0% |
| 3Y | +101.2% | +28.4% | +72.8% | +74.9% |
| 5Y | -15.7% | +15.3% | -31.0% | -22.5% |
| 10Y | +2,989.4% | +55.3% | +2,934.1% | +2,620.1% |
| All | +2,989.4% | +49.9% | +2,939.5% | +2,620.1% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling