-49.5%
ORCL vs SHOP
-6.2%
-43.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +7.3% | -9.3% | -4.2% |
| 7D | -14.4% | -9.0% | -5.4% | -12.0% |
| 30D | -12.8% | -4.4% | -8.4% | -11.7% |
| 3M | -14.8% | +24.1% | -38.9% | -21.4% |
| 6M | -30.9% | +20.0% | -50.9% | -36.6% |
| YTD | -35.7% | -4.9% | -30.7% | -37.1% |
| 1Y | -49.5% | -4.9% | -44.6% | -50.5% |
| All | -49.5% | -6.2% | -43.3% | -50.5% |
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 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