+13.1%
HPQ vs WCC
+139.9%
-126.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.3% | +2.1% |
| 7D | +3.2% | +9.9% | -6.8% | +0.5% |
| 30D | -3.6% | -8.4% | +4.8% | -2.2% |
| 3M | -5.3% | -10.3% | +5.1% | -3.8% |
| 6M | +41.1% | -10.5% | +51.6% | +41.6% |
| YTD | +36.9% | +32.2% | +4.7% | +19.5% |
| 1Y | +23.5% | +25.5% | -2.0% | +9.7% |
| 3Y | +19.6% | +134.7% | -115.1% | -18.7% |
| All | +13.1% | +139.9% | -126.8% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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