+8,355.9%
SHOP vs RY
+368.8%
+7,987.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.9% | -3.2% | -3.4% |
| 7D | -13.9% | -1.1% | -12.8% | -12.7% |
| 30D | -12.6% | +4.4% | -17.0% | -15.8% |
| 3M | -0.3% | -2.9% | +2.6% | +2.5% |
| 6M | +33.6% | +15.6% | +18.0% | +16.8% |
| YTD | -10.7% | +21.8% | -32.5% | -25.3% |
| 1Y | -11.8% | +42.6% | -54.3% | -35.9% |
| 3Y | +133.9% | +160.9% | -27.0% | +1.0% |
| 5Y | -5.9% | +126.1% | -132.0% | -52.4% |
| 10Y | +3,571.8% | +371.7% | +3,200.1% | +1,009.6% |
| All | +8,355.9% | +368.8% | +7,987.0% | +2,837.0% |
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