+7,788.2%
SHOP vs XLK
+884.1%
+6,904.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +0.3% | -7.9% | -8.0% |
| 7D | -4.1% | +2.3% | -6.4% | -7.0% |
| 30D | -11.5% | -0.1% | -11.5% | -11.6% |
| 3M | +21.1% | +2.1% | +18.9% | +13.3% |
| 6M | +3.0% | +37.2% | -34.2% | -37.4% |
| YTD | -16.7% | +30.8% | -47.5% | -45.6% |
| 1Y | -8.3% | +42.6% | -50.9% | -46.7% |
| 3Y | +112.8% | +121.8% | -9.0% | -31.9% |
| 5Y | -9.3% | +145.7% | -154.9% | -71.9% |
| 10Y | +3,003.4% | +782.1% | +2,221.4% | +101.2% |
| All | +7,788.2% | +884.1% | +6,904.1% | +361.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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