+3.6%
QCOM vs SHOP
-4.8%
+8.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | -0.1% | +1.6% |
| 7D | +2.0% | -2.5% | +4.4% | +2.2% |
| 30D | +1.2% | -16.7% | +17.9% | +2.3% |
| 3M | +9.1% | -2.2% | +11.3% | +9.3% |
| 6M | -25.0% | +45.6% | -70.5% | -26.6% |
| YTD | +4.8% | -7.3% | +12.1% | +8.8% |
| 1Y | +3.6% | -6.1% | +9.7% | +6.8% |
| All | +3.6% | -4.8% | +8.4% | +6.8% |
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