+146.7%
SHOP vs WCC
+117.3%
+29.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.2% | +1.4% | +2.7% |
| 7D | -5.4% | -14.7% | +9.2% | -0.1% |
| 30D | -10.3% | -20.1% | +9.7% | -2.9% |
| 3M | +1.0% | -21.2% | +22.2% | +9.2% |
| 6M | +41.2% | -19.2% | +60.4% | +47.6% |
| YTD | -7.5% | +20.2% | -27.7% | -25.0% |
| 1Y | -4.6% | +14.5% | -19.0% | -20.5% |
| All | +146.7% | +117.3% | +29.4% | +35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling