+755.6%
GOOGL vs SHOP
+3,113.3%
-2,357.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | 0.0% | +1.4% |
| 7D | 0.0% | -11.2% | +11.2% | +2.6% |
| 30D | -1.4% | -14.4% | +13.0% | +1.9% |
| 3M | -5.3% | +16.6% | -21.9% | -9.7% |
| 6M | +9.8% | -0.6% | +10.4% | +7.5% |
| YTD | +8.4% | -20.0% | +28.3% | +10.5% |
| 1Y | +41.2% | -11.2% | +52.4% | +39.8% |
| 3Y | +149.6% | +99.5% | +50.1% | +92.4% |
| 5Y | +142.6% | -13.2% | +155.8% | +102.8% |
| All | +755.6% | +3,113.3% | -2,357.8% | +204.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling