+1,003.8%
AAPL vs SHOP
+8,434.7%
-7,430.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | +0.1% | -5.1% | +5.2% | +1.0% |
| 30D | +3.0% | +0.6% | +2.4% | +2.7% |
| 3M | +2.9% | +25.0% | -22.1% | -2.3% |
| 6M | +22.1% | +11.9% | +10.2% | +17.2% |
| YTD | +18.0% | -9.9% | +27.9% | +17.4% |
| 1Y | +33.9% | 0.0% | +34.0% | +29.7% |
| 3Y | +71.2% | +117.5% | -46.3% | +35.1% |
| 5Y | +112.6% | -6.6% | +119.3% | +79.8% |
| 10Y | +1,198.8% | +3,320.3% | -2,121.5% | +535.5% |
| All | +1,003.8% | +8,434.7% | -7,430.9% | +415.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling