+123.8%
STX vs SHOP
-6.2%
+130.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +7.3% | -15.5% | -8.1% |
| 7D | -20.2% | -9.0% | -11.2% | -19.9% |
| 30D | -37.2% | -4.4% | -32.8% | -36.9% |
| 3M | -34.1% | +24.1% | -58.2% | -33.7% |
| 6M | -24.5% | +20.0% | -44.4% | -23.3% |
| YTD | +102.9% | -4.9% | +107.9% | +129.9% |
| 1Y | +123.8% | -4.9% | +128.7% | +152.5% |
| All | +123.8% | -6.2% | +130.0% | +152.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 1y: compounded portfolio wealth divided by compounded SHOP 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…
1y analysis · Full analysis span regression · 6 months rolling