-5.6%
SHOP vs RY
+140.8%
-146.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | +0.4% |
| 7D | -5.1% | +3.1% | -8.2% | -9.1% |
| 30D | +0.6% | -0.3% | +0.9% | +0.8% |
| 3M | +25.0% | +8.7% | +16.4% | +10.3% |
| 6M | +11.9% | +28.5% | -16.6% | -22.8% |
| YTD | -9.9% | +25.1% | -35.0% | -35.1% |
| 1Y | 0.0% | +46.3% | -46.3% | -42.5% |
| 3Y | +117.5% | +154.9% | -37.4% | -46.5% |
| All | -5.6% | +140.8% | -146.3% | -72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 5y: compounded portfolio wealth divided by compounded RY 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…
5y analysis · Full analysis span regression · 6 months rolling