+57.0%
XLE vs HPQ
+18.7%
+38.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.5% | +5.6% | +1.8% |
| 7D | 0.0% | -0.5% | +0.5% | 0.0% |
| 30D | +12.6% | +3.7% | +8.9% | +11.8% |
| 3M | +11.8% | +24.3% | -12.5% | +7.5% |
| 6M | +16.1% | +64.8% | -48.7% | +4.8% |
| YTD | +46.9% | +43.9% | +3.0% | +36.2% |
| 1Y | +53.3% | +11.7% | +41.6% | +50.1% |
| All | +57.0% | +18.7% | +38.3% | +43.1% |
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