-11.2%
SHOP vs HPQ
+30.7%
-41.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.4% | -6.7% | -0.8% |
| 7D | -11.2% | +9.8% | -21.0% | -13.8% |
| 30D | -14.4% | +22.4% | -36.7% | -19.8% |
| 3M | +16.6% | +45.2% | -28.6% | +3.2% |
| 6M | -0.6% | +96.4% | -97.0% | -21.9% |
| YTD | -20.0% | +65.4% | -85.4% | -31.8% |
| 1Y | -11.2% | +31.6% | -42.8% | -12.5% |
| All | -11.2% | +30.7% | -41.9% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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