+5,083.9%
LITE vs HPQ
+237.3%
+4,846.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.2% | +1.8% | +3.0% |
| 7D | -1.5% | +6.9% | -8.5% | -4.5% |
| 30D | +6.7% | +14.4% | -7.8% | -0.2% |
| 3M | -6.8% | +25.6% | -32.4% | -17.4% |
| 6M | +29.4% | +75.0% | -45.6% | -4.6% |
| YTD | +139.1% | +50.7% | +88.4% | +87.9% |
| 1Y | +521.0% | +18.7% | +502.3% | +446.6% |
| 3Y | +1,535.3% | +21.5% | +1,513.8% | +1,311.5% |
| 5Y | +889.8% | +31.6% | +858.3% | +704.1% |
| 10Y | +2,400.7% | +216.1% | +2,184.7% | +1,371.9% |
| All | +5,083.9% | +237.3% | +4,846.6% | +2,132.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling