-89.8%
CDE vs HPQ
+3,077.5%
-3,167.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.2% | -3.4% |
| 7D | -6.1% | +3.5% | -9.6% | -6.7% |
| 30D | +9.5% | +13.7% | -4.2% | +6.4% |
| 3M | +32.0% | +33.9% | -1.9% | +23.7% |
| 6M | -12.8% | +80.9% | -93.7% | -23.8% |
| YTD | +14.2% | +52.6% | -38.4% | +3.2% |
| 1Y | +36.3% | +21.2% | +15.0% | +28.9% |
| 3Y | +821.4% | +26.9% | +794.5% | +755.9% |
| 5Y | +194.3% | +41.1% | +153.1% | +166.5% |
| 10Y | +53.2% | +229.6% | -176.3% | +19.9% |
| All | -89.8% | +3,077.5% | -3,167.4% | -91.5% |
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