+8,434.7%
SHOP vs RTX
+246.1%
+8,188.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.2% |
| 7D | -5.1% | -5.2% | +0.1% | -2.8% |
| 30D | +0.6% | -9.4% | +10.0% | +5.0% |
| 3M | +25.0% | +12.3% | +12.7% | +17.9% |
| 6M | +11.9% | -3.1% | +15.0% | +12.5% |
| YTD | -9.9% | +10.7% | -20.5% | -15.4% |
| 1Y | 0.0% | +28.4% | -28.5% | -12.8% |
| 3Y | +117.5% | +147.1% | -29.6% | +36.7% |
| 5Y | -6.6% | +167.2% | -173.9% | -42.8% |
| 10Y | +3,320.3% | +274.7% | +3,045.6% | +1,535.8% |
| All | +8,434.7% | +246.1% | +8,188.6% | +3,851.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling