+270.3%
ORCL vs HPQ
+160.1%
+110.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.0% | -1.9% |
| 7D | +8.0% | +3.2% | +4.8% | +7.0% |
| 30D | -4.0% | -3.6% | -0.4% | -3.3% |
| 3M | -19.5% | -5.3% | -14.2% | -19.1% |
| 6M | -33.5% | +41.1% | -74.6% | -41.2% |
| YTD | -34.8% | +36.9% | -71.7% | -42.1% |
| 1Y | -41.6% | +23.5% | -65.1% | -46.7% |
| 3Y | +13.8% | +19.6% | -5.8% | +1.4% |
| 5Y | +43.4% | +11.4% | +32.0% | +27.5% |
| All | +270.3% | +160.1% | +110.1% | +145.2% |
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 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