+2.3%
QCOM vs SHOP
-6.2%
+8.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +7.3% | -2.0% | +4.7% |
| 7D | -5.3% | -9.0% | +3.7% | -4.8% |
| 30D | -4.2% | -4.4% | +0.2% | -3.8% |
| 3M | +7.0% | +24.1% | -17.1% | +5.7% |
| 6M | +3.8% | +20.0% | -16.2% | +2.3% |
| YTD | +2.8% | -4.9% | +7.8% | +7.0% |
| 1Y | +2.3% | -4.9% | +7.2% | +6.0% |
| All | +2.3% | -6.2% | +8.4% | +6.0% |
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