+8,552.4%
SHOP vs HPQ
+185.9%
+8,366.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.6% |
| 7D | -1.2% | +3.2% | -4.4% | -2.7% |
| 30D | -14.7% | -3.6% | -11.1% | -13.6% |
| 3M | -7.2% | -5.3% | -1.9% | -7.1% |
| 6M | +54.2% | +41.1% | +13.0% | +24.4% |
| YTD | -8.6% | +36.9% | -45.5% | -25.9% |
| 1Y | +0.5% | +23.5% | -23.0% | -14.4% |
| 3Y | +135.9% | +19.6% | +116.4% | +97.6% |
| 5Y | -11.9% | +11.4% | -23.3% | -22.0% |
| 10Y | +3,608.8% | +160.6% | +3,448.2% | +2,100.1% |
| All | +8,552.4% | +185.9% | +8,366.4% | +5,903.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling