+1,077.4%
STX vs HPQ
+39.0%
+1,038.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.9% | -7.0% | -4.0% |
| 7D | +9.6% | +2.2% | +7.3% | +8.3% |
| 30D | +10.6% | +9.7% | +0.9% | +5.7% |
| 3M | +4.8% | +32.7% | -27.9% | -9.4% |
| 6M | +137.3% | +77.7% | +59.5% | +74.0% |
| YTD | +222.5% | +51.0% | +171.5% | +155.3% |
| 1Y | +366.2% | +18.4% | +347.8% | +315.1% |
| 3Y | +1,352.9% | +25.6% | +1,327.3% | +1,081.0% |
| 5Y | +1,077.4% | +38.6% | +1,038.8% | +794.1% |
| All | +1,077.4% | +39.0% | +1,038.4% | +794.1% |
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