+127.8%
AAPL vs HPQ
+51.9%
+75.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.4% | -6.7% | -0.9% |
| 7D | +3.8% | +9.8% | -5.9% | +0.6% |
| 30D | +9.9% | +22.4% | -12.4% | +2.6% |
| 3M | +12.5% | +45.2% | -32.7% | -1.3% |
| 6M | +27.6% | +96.4% | -68.8% | -1.7% |
| YTD | +22.6% | +65.4% | -42.8% | +0.5% |
| 1Y | +45.0% | +31.6% | +13.4% | +29.2% |
| 3Y | +87.8% | +37.0% | +50.7% | +56.3% |
| All | +127.8% | +51.9% | +75.9% | +88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling