+2,989.4%
SHOP vs RRC
+4.5%
+2,984.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.1% | -5.4% |
| 7D | -10.6% | -1.7% | -8.9% | -10.4% |
| 30D | -18.3% | +3.6% | -21.9% | -18.6% |
| 3M | +14.8% | +8.8% | +6.0% | +13.4% |
| 6M | -5.0% | +0.8% | -5.8% | -5.5% |
| YTD | -21.2% | +19.0% | -40.2% | -23.3% |
| 1Y | -11.6% | +22.9% | -34.5% | -14.5% |
| 3Y | +101.2% | +32.3% | +68.9% | +93.0% |
| 5Y | -15.7% | +151.6% | -167.3% | -23.5% |
| 10Y | +2,989.4% | +5.5% | +2,983.9% | +2,718.5% |
| All | +2,989.4% | +4.5% | +2,984.9% | +2,718.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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