+1,172.1%
LITE vs HPQ
+17.1%
+1,155.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.3% | +9.0% | +6.6% |
| 7D | -35.9% | -1.1% | -34.8% | -35.8% |
| 30D | -51.5% | -11.7% | -39.8% | -50.0% |
| 3M | -35.7% | +2.0% | -37.7% | -38.1% |
| 6M | -43.0% | +35.9% | -78.8% | -53.5% |
| YTD | +46.1% | +32.7% | +13.5% | +19.8% |
| 1Y | +124.7% | +14.3% | +110.4% | +102.0% |
| 3Y | +1,172.1% | +17.8% | +1,154.2% | +884.4% |
| All | +1,172.1% | +17.1% | +1,155.0% | +884.4% |
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