+59.5%
SCHW vs HPQ
+51.9%
+7.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.4% | -8.5% | -2.2% |
| 7D | -1.9% | +9.8% | -11.6% | -4.3% |
| 30D | -1.6% | +22.4% | -24.0% | -6.9% |
| 3M | +21.3% | +45.2% | -23.9% | +9.2% |
| 6M | +16.5% | +96.4% | -79.9% | -5.3% |
| YTD | +8.4% | +65.4% | -57.0% | -7.3% |
| 1Y | +15.6% | +31.6% | -15.9% | +5.7% |
| 3Y | +86.8% | +37.0% | +49.8% | +60.0% |
| All | +59.5% | +51.9% | +7.6% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling