+3,663.5%
SHOP vs RTX
+272.3%
+3,391.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.6% |
| 7D | -2.5% | +1.4% | -3.9% | -3.1% |
| 30D | -16.7% | +7.8% | -24.6% | -19.6% |
| 3M | -2.2% | -9.8% | +7.6% | +1.6% |
| 6M | +45.6% | +13.5% | +32.0% | +36.3% |
| YTD | -7.3% | +10.9% | -18.2% | -13.1% |
| 1Y | -6.1% | +14.0% | -20.1% | -13.0% |
| 3Y | +143.3% | +159.9% | -16.6% | +53.1% |
| 5Y | +0.2% | +151.7% | -151.5% | -35.6% |
| 10Y | +3,663.5% | +269.0% | +3,394.5% | +2,053.3% |
| All | +3,663.5% | +272.3% | +3,391.2% | +2,053.3% |
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