+2,502.5%
LITE vs HPQ
+199.5%
+2,302.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -4.5% | +15.5% | +13.1% |
| 7D | +12.6% | -0.5% | +13.1% | +12.5% |
| 30D | +9.9% | +3.7% | +6.2% | +6.8% |
| 3M | +9.3% | +24.3% | -15.0% | -4.1% |
| 6M | +75.2% | +64.8% | +10.5% | +29.2% |
| YTD | +165.5% | +43.9% | +121.6% | +108.2% |
| 1Y | +555.0% | +11.7% | +543.3% | +485.8% |
| 3Y | +1,870.5% | +19.7% | +1,850.8% | +1,578.0% |
| 5Y | +1,009.8% | +32.2% | +977.6% | +768.8% |
| 10Y | +2,502.5% | +198.9% | +2,303.6% | +1,244.2% |
| All | +2,502.5% | +199.5% | +2,302.9% | +1,244.2% |
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