+412.1%
LIN vs HPQ
+155.5%
+256.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | +2.0% | +0.5% | +1.5% | +1.8% |
| 30D | +7.9% | -5.9% | +13.8% | +9.1% |
| 3M | +6.3% | -3.7% | +10.0% | +6.1% |
| 6M | +6.5% | +28.1% | -21.6% | -3.2% |
| YTD | +23.6% | +32.5% | -8.9% | +10.4% |
| 1Y | +25.7% | +18.1% | +7.6% | +16.0% |
| 3Y | +35.6% | +16.4% | +19.2% | +20.1% |
| 5Y | +65.9% | +8.9% | +57.0% | +45.6% |
| 10Y | +412.1% | +157.6% | +254.4% | +245.5% |
| All | +412.1% | +155.5% | +256.6% | +245.5% |
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