+50.8%
CDE vs HPQ
+19.5%
+31.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.1% | -2.2% |
| 7D | +0.5% | +6.9% | -6.4% | -0.4% |
| 30D | +21.9% | +14.4% | +7.4% | +19.1% |
| 3M | +14.9% | +25.6% | -10.7% | +10.7% |
| 6M | -10.5% | +75.0% | -85.5% | -21.4% |
| YTD | +19.3% | +50.7% | -31.4% | +11.3% |
| 1Y | +50.8% | +18.7% | +32.2% | +50.6% |
| All | +50.8% | +19.5% | +31.3% | +50.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling