+588.0%
STX vs SHOP
+141.8%
+446.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.6% | -4.8% | -1.7% |
| 7D | -28.5% | -5.4% | -23.0% | -27.9% |
| 30D | -42.9% | -10.3% | -32.6% | -41.9% |
| 3M | -45.9% | +1.0% | -46.9% | -46.1% |
| 6M | -41.3% | +41.2% | -82.5% | -45.6% |
| YTD | +67.9% | -7.5% | +75.4% | +68.3% |
| 1Y | +66.5% | -4.6% | +71.1% | +65.6% |
| 3Y | +588.0% | +146.4% | +441.6% | +452.2% |
| All | +588.0% | +141.8% | +446.2% | +452.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling