+33.3%
ORCL vs HPQ
+19.9%
+13.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.5% | +6.9% | +3.6% |
| 7D | +15.0% | -0.5% | +15.5% | +15.1% |
| 30D | +10.5% | +3.7% | +6.8% | +9.2% |
| 3M | -23.0% | +24.3% | -47.3% | -28.1% |
| 6M | +7.0% | +64.8% | -57.8% | -7.5% |
| YTD | -15.8% | +43.9% | -59.7% | -24.8% |
| 1Y | -31.1% | +11.7% | -42.7% | -34.6% |
| 3Y | +33.3% | +19.7% | +13.6% | +17.7% |
| All | +33.3% | +19.9% | +13.4% | +17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling