+2,993.7%
SHOP vs SYY
+116.5%
+2,877.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.4% |
| 7D | -11.2% | +3.9% | -15.2% | -12.3% |
| 30D | -14.4% | -1.7% | -12.6% | -14.0% |
| 3M | +16.6% | +5.2% | +11.4% | +14.8% |
| 6M | -0.6% | -0.2% | -0.4% | -1.2% |
| YTD | -20.0% | +15.4% | -35.4% | -24.3% |
| 1Y | -11.2% | +5.6% | -16.8% | -14.0% |
| 3Y | +99.5% | +28.9% | +70.6% | +79.6% |
| 5Y | -13.2% | +24.1% | -37.3% | -19.2% |
| All | +2,993.7% | +116.5% | +2,877.2% | +2,582.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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