+1,533.3%
LITE vs HPQ
+163.2%
+1,370.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.7% | +11.4% | +11.0% |
| 7D | -12.9% | -0.6% | -12.3% | -12.9% |
| 30D | -46.0% | -6.5% | -39.5% | -44.9% |
| 3M | -33.0% | -5.1% | -28.0% | -33.7% |
| 6M | -34.0% | +27.3% | -61.3% | -45.4% |
| YTD | +61.7% | +31.7% | +30.1% | +29.0% |
| 1Y | +148.3% | +13.0% | +135.3% | +114.2% |
| 3Y | +1,408.5% | +18.3% | +1,390.2% | +1,155.6% |
| 5Y | +546.2% | +7.4% | +538.8% | +448.8% |
| 10Y | +1,533.3% | +154.8% | +1,378.5% | +731.5% |
| All | +1,533.3% | +163.2% | +1,370.1% | +731.5% |
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 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