+3,781.0%
SHOP vs SPXS
-99.5%
+3,880.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +1.0% |
| 7D | -1.2% | -7.5% | +6.3% | -5.4% |
| 30D | -14.7% | +5.3% | -20.1% | -10.7% |
| 3M | -7.2% | +9.7% | -16.9% | +0.5% |
| 6M | +54.2% | -4.6% | +58.7% | +56.0% |
| YTD | -8.6% | -25.8% | +17.2% | -17.9% |
| 1Y | +0.5% | -28.8% | +29.3% | -11.3% |
| 3Y | +135.9% | -80.2% | +216.1% | +28.7% |
| 5Y | -11.9% | -83.2% | +71.3% | -37.0% |
| All | +3,781.0% | -99.5% | +3,880.5% | +730.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 10y: compounded portfolio wealth divided by compounded SPXS 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…
10y analysis · Full analysis span regression · 6 months rolling