+132.5%
GOOGL vs SHOP
-15.0%
+147.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.5% | +3.2% | -1.1% |
| 7D | -1.9% | -10.6% | +8.8% | +0.4% |
| 30D | -7.5% | -18.3% | +10.8% | -3.6% |
| 3M | -9.2% | +14.8% | -24.0% | -12.8% |
| 6M | +8.1% | -5.0% | +13.1% | +7.0% |
| YTD | +5.8% | -21.2% | +27.1% | +8.3% |
| 1Y | +38.3% | -11.6% | +50.0% | +37.3% |
| 3Y | +144.8% | +101.2% | +43.5% | +90.2% |
| 5Y | +132.5% | -15.7% | +148.2% | +90.6% |
| All | +132.5% | -15.0% | +147.5% | +90.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling