+358.4%
LIN vs HPQ
+199.5%
+158.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.5% | +2.6% | -0.7% |
| 7D | -3.5% | -0.5% | -3.0% | -3.4% |
| 30D | -4.1% | +3.7% | -7.8% | -5.3% |
| 3M | -6.4% | +24.3% | -30.7% | -12.4% |
| 6M | -2.4% | +64.8% | -67.2% | -16.9% |
| YTD | +10.9% | +43.9% | -33.0% | -2.0% |
| 1Y | 0.0% | +11.7% | -11.6% | -5.3% |
| 3Y | +25.8% | +19.7% | +6.2% | +12.1% |
| 5Y | +60.8% | +32.2% | +28.6% | +33.8% |
| 10Y | +358.4% | +198.9% | +159.4% | +192.8% |
| All | +358.4% | +199.5% | +158.8% | +192.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling