+3,003.4%
SHOP vs RCL
+344.6%
+2,658.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.3% | -7.3% | -7.5% |
| 7D | -4.1% | -0.5% | -3.6% | -3.9% |
| 30D | -11.5% | -17.3% | +5.8% | -5.5% |
| 3M | +21.1% | -2.8% | +23.8% | +21.9% |
| 6M | +3.0% | -4.4% | +7.4% | +3.8% |
| YTD | -16.7% | -4.2% | -12.5% | -16.8% |
| 1Y | -8.3% | -23.4% | +15.1% | -1.8% |
| 3Y | +112.8% | +179.4% | -66.6% | +50.6% |
| 5Y | -9.3% | +238.8% | -248.0% | -42.1% |
| 10Y | +3,003.4% | +350.2% | +2,653.3% | +1,923.2% |
| All | +3,003.4% | +344.6% | +2,658.8% | +1,923.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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