+368.8%
ORCL vs HPQ
+216.0%
+152.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.5% | -2.0% |
| 7D | +10.9% | +2.2% | +8.7% | +10.0% |
| 30D | +7.0% | +9.7% | -2.7% | +3.8% |
| 3M | -21.2% | +32.7% | -53.9% | -28.3% |
| 6M | +7.4% | +77.7% | -70.3% | -10.8% |
| YTD | -16.3% | +51.0% | -67.3% | -27.1% |
| 1Y | -32.3% | +18.4% | -50.7% | -37.1% |
| 3Y | +32.6% | +25.6% | +7.0% | +17.6% |
| 5Y | +93.1% | +38.6% | +54.5% | +61.7% |
| 10Y | +368.8% | +226.1% | +142.7% | +188.8% |
| All | +368.8% | +216.0% | +152.8% | +188.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling