+277.8%
ORCL vs SHOP
+3,642.7%
-3,365.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.8% | +7.0% | +8.5% |
| 7D | +3.8% | -2.5% | +6.2% | +4.3% |
| 30D | -6.6% | -16.7% | +10.2% | -3.5% |
| 3M | -11.4% | -2.2% | -9.2% | -11.4% |
| 6M | -33.3% | +45.6% | -78.9% | -38.2% |
| YTD | -33.3% | -7.3% | -26.0% | -33.6% |
| 1Y | -44.9% | -6.1% | -38.8% | -45.4% |
| 3Y | +17.6% | +143.3% | -125.7% | -2.2% |
| 5Y | +46.1% | +0.2% | +45.9% | +27.7% |
| 10Y | +277.8% | +3,663.5% | -3,385.7% | +80.7% |
| All | +277.8% | +3,642.7% | -3,365.0% | +80.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling