+8,434.7%
SHOP vs RY
+381.5%
+8,053.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | +0.1% |
| 7D | -5.1% | +3.1% | -8.2% | -7.7% |
| 30D | +0.6% | -0.3% | +0.9% | +0.8% |
| 3M | +25.0% | +8.7% | +16.4% | +15.6% |
| 6M | +11.9% | +28.5% | -16.6% | -11.3% |
| YTD | -9.9% | +25.1% | -35.0% | -26.5% |
| 1Y | 0.0% | +46.3% | -46.3% | -29.1% |
| 3Y | +117.5% | +154.9% | -37.4% | -4.1% |
| 5Y | -6.6% | +140.3% | -146.9% | -55.0% |
| 10Y | +3,320.3% | +377.0% | +2,943.3% | +918.4% |
| All | +8,434.7% | +381.5% | +8,053.2% | +2,787.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling