+1,249.5%
CLS vs HPQ
+25.8%
+1,223.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.6% | -3.0% |
| 7D | +5.0% | +3.5% | +1.5% | +3.2% |
| 30D | +4.8% | +13.7% | -8.9% | -1.8% |
| 3M | -10.4% | +33.9% | -44.2% | -22.7% |
| 6M | +20.8% | +80.9% | -60.1% | -12.1% |
| YTD | +10.0% | +52.6% | -42.6% | -12.8% |
| 1Y | +28.5% | +21.2% | +7.3% | +16.4% |
| All | +1,249.5% | +25.8% | +1,223.6% | +1,031.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling