+8,434.7%
SHOP vs HPQ
+214.8%
+8,219.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.8% | -1.6% |
| 7D | -5.1% | +6.9% | -12.1% | -8.3% |
| 30D | +0.6% | +14.4% | -13.9% | -6.4% |
| 3M | +25.0% | +25.6% | -0.6% | +10.8% |
| 6M | +11.9% | +75.0% | -63.1% | -18.1% |
| YTD | -9.9% | +50.7% | -60.6% | -28.8% |
| 1Y | 0.0% | +18.7% | -18.7% | -11.2% |
| 3Y | +117.5% | +21.5% | +96.0% | +85.1% |
| 5Y | -6.6% | +31.6% | -38.2% | -21.7% |
| 10Y | +3,320.3% | +216.1% | +3,104.3% | +1,801.7% |
| All | +8,434.7% | +214.8% | +8,219.9% | +5,671.6% |
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