+1,034.4%
CCL vs HPQ
+2,750.4%
-1,716.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.0% | -1.0% |
| 7D | -1.2% | +3.2% | -4.3% | -2.3% |
| 30D | +13.1% | -3.6% | +16.7% | +14.1% |
| 3M | +3.4% | -5.3% | +8.7% | +3.8% |
| 6M | +18.7% | +41.1% | -22.4% | +1.2% |
| YTD | -2.3% | +36.9% | -39.1% | -16.5% |
| 1Y | +14.2% | +23.5% | -9.3% | +0.9% |
| 3Y | +133.6% | +19.6% | +114.0% | +106.1% |
| 5Y | +33.5% | +11.4% | +22.1% | +22.0% |
| 10Y | -32.8% | +160.6% | -193.4% | -51.2% |
| All | +1,034.4% | +2,750.4% | -1,716.0% | +231.6% |
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