-41.6%
ORCL vs SHOP
-4.4%
-37.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +8.0% | -1.2% | +9.2% | +8.4% |
| 30D | -4.0% | -14.7% | +10.7% | +0.9% |
| 3M | -19.5% | -7.2% | -12.2% | -17.8% |
| 6M | -33.5% | +54.2% | -87.7% | -44.0% |
| YTD | -34.8% | -8.6% | -26.2% | -35.8% |
| 1Y | -41.6% | +0.5% | -42.1% | -44.7% |
| All | -41.6% | -4.4% | -37.2% | -44.7% |
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 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