+1,019.5%
STX vs SHOP
-6.7%
+1,026.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.9% | +6.4% |
| 7D | +2.4% | -5.1% | +7.5% | +3.3% |
| 30D | +1.4% | +0.6% | +0.8% | +1.1% |
| 3M | -8.2% | +25.0% | -33.3% | -13.3% |
| 6M | +127.0% | +11.9% | +115.1% | +116.9% |
| YTD | +209.1% | -9.9% | +219.0% | +207.0% |
| 1Y | +365.4% | 0.0% | +365.5% | +351.6% |
| 3Y | +1,135.4% | +117.5% | +1,017.9% | +871.5% |
| All | +1,019.5% | -6.7% | +1,026.2% | +850.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling