+63.3%
LIN vs HPQ
+7.7%
+55.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.3% | +2.2% | -0.6% |
| 7D | +0.2% | -1.1% | +1.3% | +0.4% |
| 30D | +6.5% | -11.7% | +18.2% | +8.5% |
| 3M | +5.5% | +2.0% | +3.5% | +4.1% |
| 6M | +3.3% | +35.9% | -32.5% | -4.9% |
| YTD | +22.0% | +32.7% | -10.6% | +12.5% |
| 1Y | +25.7% | +14.3% | +11.5% | +19.9% |
| 3Y | +36.2% | +17.8% | +18.4% | +22.7% |
| All | +63.3% | +7.7% | +55.6% | +52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling