+7,347.1%
SHOP vs SCHW
+288.7%
+7,058.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.9% | -0.5% |
| 7D | -13.2% | -2.8% | -10.5% | -12.1% |
| 30D | -17.0% | -0.1% | -17.0% | -17.0% |
| 3M | +17.0% | +20.6% | -3.6% | +8.0% |
| 6M | -2.1% | +15.9% | -18.1% | -8.5% |
| YTD | -21.4% | +8.5% | -29.8% | -24.5% |
| 1Y | -11.0% | +17.8% | -28.8% | -17.5% |
| 3Y | +100.9% | +88.5% | +12.4% | +53.7% |
| 5Y | -14.7% | +60.6% | -75.3% | -30.8% |
| 10Y | +2,984.8% | +298.0% | +2,686.8% | +1,583.1% |
| All | +7,347.1% | +288.7% | +7,058.3% | +4,591.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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