+7.9%
QCOM vs HPE
+122.1%
-114.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.5% | +4.6% | +1.8% |
| 7D | +3.3% | -0.6% | +3.9% | +3.4% |
| 30D | +7.7% | -2.3% | +10.0% | +8.0% |
| 3M | -30.1% | -2.9% | -27.2% | -30.1% |
| 6M | +22.8% | +143.6% | -120.7% | -13.0% |
| YTD | +0.2% | +118.5% | -118.3% | -26.2% |
| 1Y | +7.9% | +129.2% | -121.3% | -19.3% |
| All | +7.9% | +122.1% | -114.3% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 HPE 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