+366.2%
STX vs SHOP
-12.6%
+378.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.5% | +3.4% | -1.9% |
| 7D | +9.6% | -10.6% | +20.2% | +9.9% |
| 30D | +10.6% | -18.3% | +28.9% | +11.3% |
| 3M | +4.8% | +14.8% | -10.0% | +2.1% |
| 6M | +137.3% | -5.0% | +142.3% | +138.9% |
| YTD | +222.5% | -21.2% | +243.7% | +255.7% |
| 1Y | +366.2% | -11.6% | +377.8% | +378.8% |
| All | +366.2% | -12.6% | +378.8% | +378.8% |
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