-19.1%
AVGO vs SHOP
+39.0%
-58.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.8% | +2.2% | +3.8% |
| 7D | +6.1% | -2.5% | +8.5% | +6.4% |
| 30D | -2.7% | -16.7% | +14.0% | -1.0% |
| 3M | -16.9% | -2.2% | -14.7% | -16.2% |
| 6M | -19.1% | +45.6% | -64.7% | -22.3% |
| All | -19.1% | +39.0% | -58.2% | -22.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling