+958.5%
SLB vs HPQ
+3,038.3%
-2,079.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.4% |
| 7D | +0.8% | +6.9% | -6.1% | -1.2% |
| 30D | +15.8% | +14.4% | +1.4% | +10.9% |
| 3M | -0.3% | +25.6% | -26.0% | -7.2% |
| 6M | +21.3% | +75.0% | -53.7% | +1.3% |
| YTD | +52.3% | +50.7% | +1.6% | +32.2% |
| 1Y | +63.6% | +18.7% | +45.0% | +51.3% |
| 3Y | +3.8% | +21.5% | -17.8% | -6.4% |
| 5Y | +128.6% | +31.6% | +97.1% | +97.8% |
| 10Y | -3.1% | +216.1% | -219.1% | -33.0% |
| All | +958.5% | +3,038.3% | -2,079.8% | +341.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling