-4.9%
SHOP vs EXPE
+48.9%
-53.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +10.5% | -3.2% | +1.9% |
| 7D | -9.0% | +14.6% | -23.7% | -15.1% |
| 30D | -4.4% | +21.4% | -25.8% | -14.0% |
| 3M | +24.1% | +1.4% | +22.7% | +22.3% |
| 6M | +20.0% | +28.6% | -8.6% | +4.2% |
| YTD | -4.9% | +12.1% | -17.1% | -14.3% |
| 1Y | -4.9% | +50.0% | -54.9% | -16.3% |
| All | -4.9% | +48.9% | -53.8% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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