-11.0%
SHOP vs SPXU
-34.8%
+23.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -2.0% | +1.0% |
| 7D | -13.2% | +6.4% | -19.6% | -9.6% |
| 30D | -17.0% | +5.9% | -23.0% | -13.5% |
| 3M | +17.0% | -11.7% | +28.7% | +9.2% |
| 6M | -2.1% | -28.7% | +26.6% | -21.0% |
| YTD | -21.4% | -26.4% | +5.0% | -32.9% |
| 1Y | -11.0% | -35.2% | +24.3% | -31.1% |
| All | -11.0% | -34.8% | +23.9% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling