+189.0%
CDE vs HPQ
+51.9%
+137.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +8.4% | -7.2% | -1.7% |
| 7D | -3.1% | +9.8% | -12.9% | -6.3% |
| 30D | +9.5% | +22.4% | -12.9% | +1.3% |
| 3M | +25.5% | +45.2% | -19.7% | +8.4% |
| 6M | -7.9% | +96.4% | -104.3% | -31.0% |
| YTD | +15.6% | +65.4% | -49.8% | -7.0% |
| 1Y | +34.0% | +31.6% | +2.5% | +18.2% |
| 3Y | +791.9% | +37.0% | +754.9% | +636.7% |
| All | +189.0% | +51.9% | +137.1% | +138.1% |
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