+8,680.0%
SHOP vs WCC
+358.2%
+8,321.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.3% | -1.5% | +0.6% |
| 7D | -2.5% | +3.3% | -5.8% | -3.7% |
| 30D | -16.7% | -9.4% | -7.3% | -14.6% |
| 3M | -2.2% | -10.5% | +8.3% | 0.0% |
| 6M | +45.6% | -10.4% | +56.0% | +46.4% |
| YTD | -7.3% | +34.4% | -41.7% | -21.6% |
| 1Y | -6.1% | +27.7% | -33.8% | -19.1% |
| 3Y | +143.3% | +137.9% | +5.4% | +64.4% |
| 5Y | +0.2% | +147.0% | -146.9% | -34.7% |
| 10Y | +3,663.5% | +442.5% | +3,221.0% | +1,663.9% |
| All | +8,680.0% | +358.2% | +8,321.8% | +4,916.4% |
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