-6.3%
SHOP vs TECK
+42.2%
-48.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.9% | +2.2% | -0.7% |
| 7D | +2.1% | +2.1% | 0.0% | +1.6% |
| 30D | -16.8% | -8.9% | -7.9% | -15.0% |
| 3M | -2.4% | -7.1% | +4.7% | -0.8% |
| 6M | +47.0% | -7.0% | +54.0% | +49.9% |
| YTD | -8.8% | +28.3% | -37.2% | -16.0% |
| 1Y | -6.3% | +40.6% | -46.8% | -17.2% |
| All | -6.3% | +42.2% | -48.5% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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