+33.6%
SHOP vs BABA
-19.0%
+52.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +2.6% | -8.7% | -6.3% |
| 7D | -13.9% | +8.6% | -22.4% | -14.6% |
| 30D | -12.6% | -1.1% | -11.5% | -12.9% |
| 3M | -0.3% | -15.9% | +15.6% | -1.4% |
| 6M | +33.6% | -17.5% | +51.1% | +26.5% |
| All | +33.6% | -19.0% | +52.5% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 6mo: compounded portfolio wealth divided by compounded BABA 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…
6mo analysis · Full analysis span regression · 6 months rolling