+33,471.2%
ORCL vs HPQ
+3,038.3%
+30,432.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.2% | +0.9% | +2.1% |
| 7D | +5.3% | +6.9% | -1.7% | +2.1% |
| 30D | +10.0% | +14.4% | -4.5% | +3.4% |
| 3M | -32.6% | +25.6% | -58.2% | -39.6% |
| 6M | +4.9% | +75.0% | -70.1% | -19.5% |
| YTD | -17.8% | +50.7% | -68.4% | -32.8% |
| 1Y | -28.0% | +18.7% | -46.6% | -35.5% |
| 3Y | +36.0% | +21.5% | +14.5% | +15.3% |
| 5Y | +88.7% | +31.6% | +57.2% | +46.9% |
| 10Y | +346.9% | +216.1% | +130.8% | +106.1% |
| All | +33,471.2% | +3,038.3% | +30,432.8% | +3,217.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling