+2,989.4%
SHOP vs RTX
+275.5%
+2,714.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.8% | -5.2% |
| 7D | -10.6% | -1.6% | -9.0% | -10.0% |
| 30D | -18.3% | -11.6% | -6.7% | -13.9% |
| 3M | +14.8% | +9.2% | +5.7% | +10.1% |
| 6M | -5.0% | -4.4% | -0.6% | -3.8% |
| YTD | -21.2% | +8.9% | -30.1% | -25.2% |
| 1Y | -11.6% | +32.1% | -43.7% | -23.3% |
| 3Y | +101.2% | +151.2% | -50.0% | +28.8% |
| 5Y | -15.7% | +162.9% | -178.6% | -46.4% |
| 10Y | +2,989.4% | +283.9% | +2,705.5% | +1,596.6% |
| All | +2,989.4% | +275.5% | +2,714.0% | +1,596.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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