+8,434.7%
SHOP vs WCC
+391.4%
+8,043.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.4% | -1.9% |
| 7D | -5.1% | +4.5% | -9.6% | -6.6% |
| 30D | +0.6% | -5.8% | +6.4% | +2.4% |
| 3M | +25.0% | -3.7% | +28.7% | +24.8% |
| 6M | +11.9% | +23.1% | -11.1% | +0.2% |
| YTD | -9.9% | +44.2% | -54.0% | -24.7% |
| 1Y | 0.0% | +62.1% | -62.1% | -20.5% |
| 3Y | +117.5% | +121.1% | -3.6% | +52.2% |
| 5Y | -6.6% | +214.0% | -220.6% | -42.3% |
| 10Y | +3,320.3% | +472.8% | +2,847.5% | +1,496.4% |
| All | +8,434.7% | +391.4% | +8,043.3% | +4,722.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling