+2.5%
SLB vs HPQ
+19.9%
-17.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | +0.3% |
| 7D | +0.4% | -0.5% | +0.9% | +0.5% |
| 30D | +13.6% | +3.7% | +9.9% | +12.2% |
| 3M | +1.5% | +24.3% | -22.8% | -4.6% |
| 6M | +23.0% | +64.8% | -41.7% | +4.9% |
| YTD | +51.2% | +43.9% | +7.3% | +34.4% |
| 1Y | +63.5% | +11.7% | +51.8% | +57.9% |
| 3Y | +2.5% | +19.7% | -17.2% | -10.6% |
| All | +2.5% | +19.9% | -17.4% | -10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling