-49.5%
ORCL vs HPQ
+18.6%
-68.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.9% | -7.8% | -3.3% |
| 7D | -14.4% | -7.8% | -6.6% | -12.8% |
| 30D | -12.8% | -4.9% | -7.9% | -12.3% |
| 3M | -14.8% | +4.9% | -19.6% | -17.1% |
| 6M | -30.9% | +47.1% | -77.9% | -38.6% |
| YTD | -35.7% | +39.5% | -75.2% | -45.0% |
| 1Y | -49.5% | +21.3% | -70.7% | -57.7% |
| All | -49.5% | +18.6% | -68.1% | -57.7% |
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