+193.8%
VLO vs HPQ
+24.5%
+169.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.9% | -3.3% | +0.5% |
| 7D | +6.2% | +2.2% | +4.0% | +5.6% |
| 30D | +23.5% | +9.7% | +13.7% | +20.7% |
| 3M | +53.9% | +32.7% | +21.1% | +43.2% |
| 6M | +81.7% | +77.7% | +4.0% | +54.7% |
| YTD | +142.5% | +51.0% | +91.5% | +115.5% |
| 1Y | +145.4% | +18.4% | +127.0% | +134.1% |
| All | +193.8% | +24.5% | +169.3% | +145.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling