+25.0%
HL vs HPQ
+18.6%
+6.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +5.9% | +7.3% | +12.7% |
| 7D | +0.2% | -7.8% | +8.0% | +0.4% |
| 30D | -12.1% | -4.9% | -7.2% | -12.1% |
| 3M | -2.8% | +4.9% | -7.7% | -3.0% |
| 6M | -14.9% | +47.1% | -62.0% | -18.4% |
| YTD | -22.0% | +39.5% | -61.6% | -21.1% |
| 1Y | +25.0% | +21.3% | +3.7% | +34.9% |
| All | +25.0% | +18.6% | +6.4% | +34.9% |
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