+302.7%
HPQ vs WCC
+1,713.7%
-1,411.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.9% | -1.6% | +1.2% |
| 7D | +6.9% | +4.5% | +2.5% | +5.6% |
| 30D | +14.4% | -5.8% | +20.2% | +15.9% |
| 3M | +25.6% | -3.7% | +29.3% | +25.5% |
| 6M | +75.0% | +23.1% | +52.0% | +62.0% |
| YTD | +50.7% | +44.2% | +6.5% | +32.9% |
| 1Y | +18.7% | +62.1% | -43.4% | +1.0% |
| 3Y | +21.5% | +121.1% | -99.6% | -8.7% |
| 5Y | +31.6% | +214.0% | -182.4% | -12.9% |
| 10Y | +216.1% | +472.8% | -256.7% | +63.8% |
| All | +302.7% | +1,713.7% | -1,411.0% | +21.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling