+13.1%
HPQ vs LSCC
+33.9%
-20.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.5% | +7.1% | +3.0% |
| 7D | +3.2% | +7.0% | -3.8% | +1.1% |
| 30D | -3.6% | -2.3% | -1.3% | -4.2% |
| 3M | -5.3% | -12.5% | +7.2% | -3.8% |
| 6M | +41.1% | -10.6% | +51.7% | +38.8% |
| YTD | +36.9% | +52.7% | -15.8% | +11.4% |
| 1Y | +23.5% | +74.0% | -50.4% | -3.8% |
| 3Y | +19.6% | +104.8% | -85.2% | -18.1% |
| All | +13.1% | +33.9% | -20.8% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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