+1.4%
CCL vs HPQ
+37.8%
-36.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.9% | -7.1% | -4.7% |
| 7D | -4.4% | +2.2% | -6.6% | -5.7% |
| 30D | -18.2% | +9.7% | -27.9% | -22.6% |
| 3M | -17.7% | +32.7% | -50.4% | -30.1% |
| 6M | -13.0% | +77.7% | -90.7% | -40.0% |
| YTD | -24.5% | +51.0% | -75.5% | -42.6% |
| 1Y | -26.9% | +18.4% | -45.3% | -35.9% |
| 3Y | +50.8% | +25.6% | +25.2% | +18.3% |
| All | +1.4% | +37.8% | -36.4% | -19.1% |
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