+55.7%
LLY vs HPQ
+19.5%
+36.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -1.0% |
| 7D | -2.1% | +6.9% | -9.1% | -2.4% |
| 30D | -1.6% | +14.4% | -16.1% | -2.0% |
| 3M | +2.3% | +25.6% | -23.3% | +1.6% |
| 6M | +14.9% | +75.0% | -60.2% | +12.6% |
| YTD | +7.5% | +50.7% | -43.2% | +4.0% |
| 1Y | +55.7% | +18.7% | +37.0% | +49.9% |
| All | +55.7% | +19.5% | +36.2% | +49.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling