-5.9%
SLB vs HPQ
+231.8%
-237.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.9% | -2.3% |
| 7D | -2.4% | +3.5% | -5.9% | -4.1% |
| 30D | +4.9% | +13.7% | -8.8% | -1.8% |
| 3M | +1.4% | +33.9% | -32.4% | -12.6% |
| 6M | +17.6% | +80.9% | -63.3% | -14.8% |
| YTD | +48.3% | +52.6% | -4.2% | +16.2% |
| 1Y | +58.7% | +21.2% | +37.4% | +37.9% |
| 3Y | +0.6% | +26.9% | -26.3% | -19.1% |
| 5Y | +133.6% | +41.1% | +92.4% | +63.4% |
| All | -5.9% | +231.8% | -237.7% | -54.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling