-43.3%
ORCL vs SHOP
-8.3%
-34.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.5% |
| 7D | +10.4% | +2.1% | +8.3% | +9.7% |
| 30D | -11.2% | -16.8% | +5.6% | -5.9% |
| 3M | -16.8% | -2.4% | -14.4% | -16.4% |
| 6M | -31.5% | +47.0% | -78.5% | -41.5% |
| YTD | -33.9% | -8.8% | -25.1% | -34.6% |
| 1Y | -43.3% | -6.3% | -37.0% | -44.5% |
| All | -43.3% | -8.3% | -34.9% | -44.5% |
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