+50.3%
XLE vs HPQ
+21.0%
+29.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.6% |
| 7D | +0.5% | +3.5% | -3.0% | +0.4% |
| 30D | +6.6% | +13.7% | -7.1% | +6.0% |
| 3M | +12.3% | +33.9% | -21.6% | +10.6% |
| 6M | +18.4% | +80.9% | -62.5% | +13.9% |
| YTD | +47.2% | +52.6% | -5.3% | +43.3% |
| 1Y | +50.3% | +21.2% | +29.0% | +47.0% |
| All | +50.3% | +21.0% | +29.2% | +47.0% |
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