+112.8%
SHOP vs SPXS
-80.2%
+193.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.6% | -9.2% | -6.4% |
| 7D | -4.1% | -1.5% | -2.5% | -5.0% |
| 30D | -11.5% | +3.7% | -15.2% | -8.7% |
| 3M | +21.1% | -9.6% | +30.6% | +14.0% |
| 6M | +3.0% | -32.4% | +35.4% | -20.3% |
| YTD | -16.7% | -28.7% | +12.0% | -31.6% |
| 1Y | -8.3% | -38.1% | +29.8% | -30.3% |
| 3Y | +112.8% | -80.1% | +192.9% | -19.0% |
| All | +112.8% | -80.2% | +193.1% | -19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling