+0.5%
SHOP vs PCOR
+1.3%
-0.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.1% |
| 7D | -1.2% | +3.0% | -4.3% | -2.9% |
| 30D | -14.7% | +38.7% | -53.4% | -30.5% |
| 3M | -7.2% | +24.9% | -32.1% | -19.6% |
| 6M | +54.2% | +68.8% | -14.6% | +8.3% |
| YTD | -8.6% | +6.7% | -15.3% | -15.0% |
| 1Y | +0.5% | +3.0% | -2.5% | -5.0% |
| All | +0.5% | +1.3% | -0.8% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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