+481.0%
STX vs HPQ
+10.1%
+470.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +16.8% | -1.9% | +18.8% | +17.7% |
| 30D | -27.0% | -5.7% | -21.3% | -25.8% |
| 3M | -37.9% | -0.4% | -37.5% | -39.2% |
| 6M | -32.5% | +40.0% | -72.5% | -45.2% |
| YTD | +98.6% | +34.6% | +64.0% | +62.3% |
| 1Y | +93.6% | +20.4% | +73.2% | +67.0% |
| 3Y | +699.1% | +18.3% | +680.7% | +547.1% |
| 5Y | +481.0% | +9.6% | +471.4% | +389.2% |
| All | +481.0% | +10.1% | +470.9% | +389.2% |
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