-4.9%
SHOP vs WCC
+24.5%
-29.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -9.9% | +17.3% | +7.4% |
| 7D | -9.0% | -8.8% | -0.2% | -8.9% |
| 30D | -4.4% | -16.0% | +11.6% | -4.1% |
| 3M | +24.1% | -15.2% | +39.3% | +24.4% |
| 6M | +20.0% | -8.4% | +28.3% | +19.3% |
| YTD | -4.9% | +30.1% | -35.0% | -21.8% |
| 1Y | -4.9% | +26.4% | -31.4% | -23.1% |
| All | -4.9% | +24.5% | -29.4% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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