+38.3%
GOOGL vs SHOP
-12.6%
+50.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.5% | +3.2% | -1.6% |
| 7D | -1.9% | -10.6% | +8.8% | -0.5% |
| 30D | -7.5% | -18.3% | +10.8% | -5.2% |
| 3M | -9.2% | +14.8% | -24.0% | -11.7% |
| 6M | +8.1% | -5.0% | +13.1% | +7.7% |
| YTD | +5.8% | -21.2% | +27.1% | +10.5% |
| 1Y | +38.3% | -11.6% | +50.0% | +40.6% |
| All | +38.3% | -12.6% | +50.9% | +40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling