+16.5%
SCHW vs HPQ
+93.9%
-77.4%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.4% | -8.5% | -0.3% |
| 7D | -1.9% | +9.8% | -11.6% | -2.1% |
| 30D | -1.6% | +22.4% | -24.0% | -2.1% |
| 3M | +21.3% | +45.2% | -23.9% | +20.0% |
| 6M | +16.5% | +96.4% | -79.9% | +15.0% |
| All | +16.5% | +93.9% | -77.4% | +15.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling