+2,989.4%
SHOP vs WCC
+506.2%
+2,483.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.3% | -4.2% | -5.0% |
| 7D | -10.6% | +6.8% | -17.4% | -12.7% |
| 30D | -18.3% | -3.0% | -15.3% | -17.7% |
| 3M | +14.8% | +0.2% | +14.6% | +12.9% |
| 6M | -5.0% | +33.2% | -38.2% | -17.3% |
| YTD | -21.2% | +45.8% | -67.0% | -34.3% |
| 1Y | -11.6% | +68.4% | -80.0% | -30.5% |
| 3Y | +101.2% | +131.1% | -29.9% | +39.4% |
| 5Y | -15.7% | +225.6% | -241.3% | -47.8% |
| 10Y | +2,989.4% | +534.2% | +2,455.3% | +1,395.6% |
| All | +2,989.4% | +506.2% | +2,483.2% | +1,395.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling