+1,568.0%
LITE vs HPQ
+155.9%
+1,412.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.5% |
| 7D | +22.6% | -1.9% | +24.5% | +23.5% |
| 30D | -36.8% | -5.7% | -31.1% | -35.7% |
| 3M | -33.0% | -0.4% | -32.6% | -35.2% |
| 6M | -37.1% | +40.0% | -77.1% | -50.1% |
| YTD | +69.5% | +34.6% | +34.8% | +34.1% |
| 1Y | +146.1% | +20.4% | +125.7% | +106.1% |
| 3Y | +1,440.8% | +18.3% | +1,422.5% | +1,186.2% |
| 5Y | +580.4% | +9.6% | +570.9% | +473.7% |
| All | +1,568.0% | +155.9% | +1,412.1% | +760.8% |
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