+924.9%
VLO vs HPQ
+259.7%
+665.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.4% | -7.1% | -2.4% |
| 7D | +5.3% | +9.8% | -4.4% | +0.8% |
| 30D | +18.2% | +22.4% | -4.1% | +7.5% |
| 3M | +53.3% | +45.2% | +8.2% | +27.9% |
| 6M | +70.4% | +96.4% | -26.0% | +20.3% |
| YTD | +143.4% | +65.4% | +78.0% | +85.4% |
| 1Y | +153.0% | +31.6% | +121.4% | +113.1% |
| 3Y | +195.0% | +37.0% | +157.9% | +130.0% |
| 5Y | +618.8% | +53.0% | +565.8% | +380.8% |
| All | +924.9% | +259.7% | +665.2% | +348.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling