+23.7%
XBI vs HPQ
+93.9%
-70.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.4% | -8.8% | -0.4% |
| 7D | -4.6% | +9.8% | -14.4% | -4.7% |
| 30D | -2.0% | +22.4% | -24.4% | -2.1% |
| 3M | +17.8% | +45.2% | -27.4% | +17.4% |
| 6M | +23.7% | +96.4% | -72.7% | +19.5% |
| All | +23.7% | +93.9% | -70.2% | +19.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling