+112.2%
USO vs HPQ
+30.7%
+81.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +8.4% | -10.6% | -1.9% |
| 7D | +9.1% | +9.8% | -0.6% | +9.5% |
| 30D | +21.7% | +22.4% | -0.7% | +22.6% |
| 3M | +20.2% | +45.2% | -24.9% | +20.9% |
| 6M | +43.4% | +96.4% | -53.1% | +41.8% |
| YTD | +124.0% | +65.4% | +58.6% | +121.7% |
| 1Y | +112.2% | +31.6% | +80.6% | +109.7% |
| All | +112.2% | +30.7% | +81.4% | +109.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling