+232.7%
LITE vs HPQ
+18.6%
+214.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +5.9% | -13.7% | -7.2% |
| 7D | -31.4% | -7.8% | -23.7% | -32.0% |
| 30D | -42.6% | -4.9% | -37.7% | -42.7% |
| 3M | -26.2% | +4.9% | -31.1% | -25.7% |
| 6M | -35.8% | +47.1% | -82.9% | -35.5% |
| YTD | +70.0% | +39.5% | +30.5% | +86.3% |
| 1Y | +232.7% | +21.3% | +211.5% | +295.7% |
| All | +232.7% | +18.6% | +214.1% | +295.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling