+417.3%
LIN vs HPQ
+163.2%
+254.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.2% |
| 7D | +0.1% | -0.6% | +0.8% | +0.3% |
| 30D | +7.6% | -6.5% | +14.0% | +9.0% |
| 3M | +6.5% | -5.1% | +11.6% | +6.7% |
| 6M | +6.2% | +27.3% | -21.1% | -3.3% |
| YTD | +23.2% | +31.7% | -8.5% | +10.3% |
| 1Y | +25.4% | +13.0% | +12.4% | +17.2% |
| 3Y | +38.3% | +18.3% | +20.0% | +21.8% |
| 5Y | +64.4% | +7.4% | +57.1% | +45.0% |
| 10Y | +417.3% | +154.8% | +262.5% | +249.8% |
| All | +417.3% | +163.2% | +254.1% | +249.8% |
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