+213.1%
USO vs HPQ
+51.9%
+161.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +8.4% | -10.6% | -3.0% |
| 7D | +9.1% | +9.8% | -0.6% | +8.0% |
| 30D | +21.7% | +22.4% | -0.7% | +19.0% |
| 3M | +20.2% | +45.2% | -24.9% | +14.9% |
| 6M | +43.4% | +96.4% | -53.1% | +30.7% |
| YTD | +124.0% | +65.4% | +58.6% | +108.9% |
| 1Y | +112.2% | +31.6% | +80.6% | +104.2% |
| 3Y | +97.7% | +37.0% | +60.6% | +84.1% |
| All | +213.1% | +51.9% | +161.2% | +179.2% |
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