+2,993.7%
SHOP vs BHP
+496.8%
+2,496.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | -11.2% | -3.6% | -7.6% | -9.9% |
| 30D | -14.4% | -1.2% | -13.2% | -14.2% |
| 3M | +16.6% | +1.2% | +15.4% | +14.9% |
| 6M | -0.6% | +21.4% | -22.0% | -11.4% |
| YTD | -20.0% | +50.4% | -70.4% | -36.6% |
| 1Y | -11.2% | +67.5% | -78.7% | -33.2% |
| 3Y | +99.5% | +72.8% | +26.7% | +45.4% |
| 5Y | -13.2% | +112.6% | -125.8% | -43.1% |
| All | +2,993.7% | +496.8% | +2,496.8% | +1,141.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling