+42.1%
LLY vs HPQ
+22.5%
+19.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | +0.3% |
| 7D | +1.4% | -3.2% | +4.6% | +1.5% |
| 30D | +21.5% | -3.0% | +24.6% | +21.5% |
| 3M | +18.5% | +0.6% | +17.9% | +17.8% |
| 6M | +49.1% | +36.6% | +12.5% | +44.7% |
| YTD | +34.4% | +35.0% | -0.6% | +26.9% |
| All | +42.1% | +22.5% | +19.6% | +33.1% |
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