+8,434.7%
SHOP vs WCN
+460.1%
+7,974.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.6% | +0.3% |
| 7D | -5.1% | -0.6% | -4.5% | -4.6% |
| 30D | +0.6% | +0.4% | +0.2% | +0.2% |
| 3M | +25.0% | +7.3% | +17.7% | +17.9% |
| 6M | +11.9% | -2.5% | +14.4% | +12.6% |
| YTD | -9.9% | -5.4% | -4.5% | -7.6% |
| 1Y | 0.0% | -8.5% | +8.4% | +4.5% |
| 3Y | +117.5% | +20.8% | +96.7% | +76.7% |
| 5Y | -6.6% | +30.0% | -36.7% | -27.8% |
| 10Y | +3,320.3% | +238.4% | +3,081.9% | +1,279.4% |
| All | +8,434.7% | +460.1% | +7,974.6% | +2,273.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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