-50.4%
ORCL vs HPQ
+12.4%
-62.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.6% |
| 7D | -6.5% | +0.5% | -7.0% | -6.7% |
| 30D | -16.6% | -5.9% | -10.7% | -15.7% |
| 3M | -21.6% | -3.7% | -17.9% | -22.1% |
| 6M | -39.4% | +28.1% | -67.4% | -44.3% |
| YTD | -38.7% | +32.5% | -71.1% | -47.1% |
| 1Y | -50.4% | +18.1% | -68.5% | -57.9% |
| All | -50.4% | +12.4% | -62.8% | -57.9% |
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