+2,071.0%
STX vs SHOP
+3,721.6%
-1,650.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.1% | +7.7% | +9.4% |
| 7D | -14.8% | -2.7% | -12.1% | -14.4% |
| 30D | -35.4% | -11.0% | -24.4% | -33.9% |
| 3M | -37.7% | +0.3% | -38.0% | -38.0% |
| 6M | -35.2% | +37.7% | -73.0% | -40.6% |
| YTD | +84.4% | -5.5% | +89.9% | +80.1% |
| 1Y | +82.3% | -0.2% | +82.5% | +76.0% |
| 3Y | +646.2% | +151.9% | +494.3% | +466.0% |
| 5Y | +487.4% | -2.2% | +489.6% | +385.3% |
| 10Y | +2,071.0% | +3,647.2% | -1,576.1% | +548.2% |
| All | +2,071.0% | +3,721.6% | -1,650.5% | +548.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling