+464.9%
AXP vs HPQ
+199.5%
+265.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +1.9% |
| 7D | +0.6% | -0.5% | +1.1% | +0.7% |
| 30D | -4.3% | +3.7% | -8.1% | -6.3% |
| 3M | +4.7% | +24.3% | -19.6% | -6.2% |
| 6M | +9.0% | +64.8% | -55.8% | -16.2% |
| YTD | -11.1% | +43.9% | -55.0% | -27.5% |
| 1Y | +1.3% | +11.7% | -10.4% | -7.4% |
| 3Y | +114.5% | +19.7% | +94.8% | +81.1% |
| 5Y | +118.0% | +32.2% | +85.8% | +66.1% |
| 10Y | +464.9% | +198.9% | +266.0% | +195.1% |
| All | +464.9% | +199.5% | +265.4% | +195.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling