+246.0%
ORCL vs HPQ
+155.5%
+90.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.7% |
| 7D | -6.5% | +0.5% | -7.0% | -6.7% |
| 30D | -16.6% | -5.9% | -10.7% | -15.4% |
| 3M | -21.6% | -3.7% | -17.9% | -21.7% |
| 6M | -39.4% | +28.1% | -67.4% | -44.8% |
| YTD | -38.7% | +32.5% | -71.1% | -45.0% |
| 1Y | -50.4% | +18.1% | -68.5% | -54.1% |
| 3Y | +8.1% | +16.4% | -8.3% | -2.9% |
| 5Y | +34.5% | +8.9% | +25.7% | +20.4% |
| 10Y | +246.0% | +157.6% | +88.4% | +130.5% |
| All | +246.0% | +155.5% | +90.5% | +130.5% |
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