+1,155.9%
AMZN vs SHOP
+8,680.0%
-7,524.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.5% | -2.2% |
| 7D | +0.1% | -2.5% | +2.5% | +0.6% |
| 30D | +2.6% | -16.7% | +19.3% | +7.3% |
| 3M | -2.2% | -2.2% | 0.0% | -2.5% |
| 6M | -1.0% | +45.6% | -46.6% | -12.6% |
| YTD | +15.3% | -7.3% | +22.6% | +12.8% |
| 1Y | +6.9% | -6.1% | +12.9% | +3.9% |
| 3Y | +85.4% | +143.3% | -57.9% | +32.3% |
| 5Y | +53.3% | +0.2% | +53.2% | +21.0% |
| 10Y | +620.3% | +3,663.5% | -3,043.1% | +176.1% |
| All | +1,155.9% | +8,680.0% | -7,524.1% | +355.3% |
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