+10.9%
QCOM vs HPE
+142.4%
-131.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +7.7% | -4.6% | +0.3% |
| 7D | +5.1% | +10.1% | -5.1% | +1.2% |
| 30D | +4.3% | +5.3% | -1.0% | +1.7% |
| 3M | -19.6% | +12.7% | -32.3% | -24.1% |
| 6M | +29.5% | +167.7% | -138.2% | -11.6% |
| YTD | +3.4% | +135.5% | -132.1% | -26.0% |
| 1Y | +10.9% | +143.4% | -132.5% | -19.3% |
| All | +10.9% | +142.4% | -131.5% | -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