+1,136.8%
GOOGL vs SHOP
+8,434.7%
-7,297.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -2.3% | -5.1% | +2.8% | -1.3% |
| 30D | -6.6% | +0.6% | -7.1% | -6.8% |
| 3M | -8.9% | +25.0% | -34.0% | -13.8% |
| 6M | +11.9% | +11.9% | 0.0% | +7.3% |
| YTD | +8.3% | -9.9% | +18.2% | +7.8% |
| 1Y | +46.2% | 0.0% | +46.3% | +41.8% |
| 3Y | +151.9% | +117.5% | +34.4% | +97.5% |
| 5Y | +137.7% | -6.6% | +144.4% | +98.4% |
| 10Y | +757.6% | +3,320.3% | -2,562.8% | +291.1% |
| All | +1,136.8% | +8,434.7% | -7,297.9% | +440.3% |
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 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