+1,358.0%
LITE vs HPQ
+19.7%
+1,338.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.1% | -5.0% |
| 7D | +10.8% | +3.2% | +7.6% | +9.8% |
| 30D | -33.4% | -3.6% | -29.8% | -33.1% |
| 3M | -32.2% | -5.3% | -26.9% | -32.5% |
| 6M | -42.1% | +41.1% | -83.2% | -53.0% |
| YTD | +61.9% | +36.9% | +25.0% | +31.6% |
| 1Y | +163.0% | +23.5% | +139.5% | +127.6% |
| 3Y | +1,358.0% | +19.6% | +1,338.4% | +1,077.5% |
| All | +1,358.0% | +19.7% | +1,338.3% | +1,077.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling