+673.8%
STX vs SHOP
+140.2%
+533.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | +14.6% | -1.2% | +15.8% | +14.9% |
| 30D | -26.0% | -14.7% | -11.2% | -24.1% |
| 3M | -42.6% | -7.2% | -35.4% | -42.1% |
| 6M | -35.3% | +54.2% | -89.4% | -40.9% |
| YTD | +92.5% | -8.6% | +101.1% | +93.3% |
| 1Y | +102.4% | +0.5% | +101.9% | +98.6% |
| 3Y | +673.8% | +135.9% | +537.9% | +532.7% |
| All | +673.8% | +140.2% | +533.6% | +532.7% |
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