-14.6%
SHOP vs HPQ
+37.8%
-52.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +4.9% | -10.4% | -8.3% |
| 7D | -10.6% | +2.2% | -12.9% | -11.9% |
| 30D | -18.3% | +9.7% | -28.0% | -23.2% |
| 3M | +14.8% | +32.7% | -17.9% | -4.5% |
| 6M | -5.0% | +77.7% | -82.7% | -36.7% |
| YTD | -21.2% | +51.0% | -72.2% | -41.5% |
| 1Y | -11.6% | +18.4% | -30.0% | -23.1% |
| 3Y | +101.2% | +25.6% | +75.7% | +54.2% |
| All | -14.6% | +37.8% | -52.3% | -33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling