+991.5%
GOOGL vs SHOP
+8,534.1%
-7,542.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.1% |
| 7D | +5.7% | +2.1% | +3.6% | +5.2% |
| 30D | -15.6% | -16.8% | +1.3% | -12.5% |
| 3M | -13.0% | -2.4% | -10.6% | -13.1% |
| 6M | -22.8% | +47.0% | -69.8% | -29.8% |
| YTD | -4.4% | -8.8% | +4.4% | -5.5% |
| 1Y | +4.5% | -6.3% | +10.7% | +2.5% |
| 3Y | +127.4% | +139.3% | -11.9% | +75.1% |
| 5Y | +102.8% | -12.1% | +114.9% | +71.0% |
| 10Y | +681.5% | +3,601.0% | -2,919.5% | +252.2% |
| All | +991.5% | +8,534.1% | -7,542.6% | +373.5% |
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 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