+138.3%
GOOGL vs HPQ
+39.2%
+99.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.5% | +0.3% |
| 7D | -2.8% | +3.5% | -6.3% | -3.8% |
| 30D | -3.2% | +13.7% | -16.9% | -6.6% |
| 3M | -6.6% | +33.9% | -40.5% | -14.1% |
| 6M | +8.5% | +80.9% | -72.5% | -9.8% |
| YTD | +6.5% | +52.6% | -46.1% | -7.0% |
| 1Y | +39.4% | +21.2% | +18.2% | +30.3% |
| 3Y | +146.2% | +26.9% | +119.3% | +112.9% |
| 5Y | +138.3% | +41.1% | +97.2% | +106.3% |
| All | +138.3% | +39.2% | +99.1% | +106.3% |
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