+93.6%
STX vs SHOP
-8.3%
+101.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.1% |
| 7D | +16.8% | +2.1% | +14.7% | +16.8% |
| 30D | -27.0% | -16.8% | -10.2% | -26.8% |
| 3M | -37.9% | -2.4% | -35.5% | -37.5% |
| 6M | -32.5% | +47.0% | -79.5% | -33.3% |
| YTD | +98.6% | -8.8% | +107.4% | +124.7% |
| 1Y | +93.6% | -6.3% | +99.9% | +115.4% |
| All | +93.6% | -8.3% | +101.9% | +115.4% |
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