+153.0%
VLO vs HPQ
+30.7%
+122.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.4% | -7.1% | +0.6% |
| 7D | +5.3% | +9.8% | -4.4% | +4.5% |
| 30D | +18.2% | +22.4% | -4.1% | +16.2% |
| 3M | +53.3% | +45.2% | +8.2% | +47.8% |
| 6M | +70.4% | +96.4% | -26.0% | +59.5% |
| YTD | +143.4% | +65.4% | +78.0% | +128.7% |
| 1Y | +153.0% | +31.6% | +121.4% | +141.8% |
| All | +153.0% | +30.7% | +122.3% | +141.8% |
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