+2,941.1%
SHOP vs XEL
+151.3%
+2,789.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.1% |
| 7D | -13.2% | -1.2% | -12.0% | -13.0% |
| 30D | -17.0% | -2.9% | -14.1% | -16.5% |
| 3M | +17.0% | -2.7% | +19.7% | +17.5% |
| 6M | -2.1% | -6.5% | +4.4% | -1.2% |
| YTD | -21.4% | +3.6% | -25.0% | -23.1% |
| 1Y | -11.0% | +7.5% | -18.5% | -14.2% |
| 3Y | +100.9% | +46.3% | +54.6% | +71.7% |
| 5Y | -14.7% | +30.5% | -45.2% | -24.5% |
| All | +2,941.1% | +151.3% | +2,789.8% | +2,383.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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