+8,434.7%
SHOP vs SYY
+180.4%
+8,254.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.7% | -0.2% |
| 7D | -5.1% | -2.3% | -2.8% | -4.5% |
| 30D | +0.6% | -4.9% | +5.5% | +2.1% |
| 3M | +25.0% | +8.4% | +16.7% | +22.0% |
| 6M | +11.9% | -7.4% | +19.3% | +13.7% |
| YTD | -9.9% | +11.0% | -20.9% | -13.8% |
| 1Y | 0.0% | -0.2% | +0.2% | -1.5% |
| 3Y | +117.5% | +23.8% | +93.7% | +97.9% |
| 5Y | -6.6% | +18.1% | -24.8% | -12.0% |
| 10Y | +3,320.3% | +94.6% | +3,225.7% | +2,665.4% |
| All | +8,434.7% | +180.4% | +8,254.3% | +6,450.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling