+403.0%
AXP vs HPQ
+155.9%
+247.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | -2.1% | -1.9% | -0.2% | -1.4% |
| 30D | +2.7% | -5.7% | +8.4% | +4.5% |
| 3M | -7.3% | -0.4% | -6.9% | -9.0% |
| 6M | +1.8% | +40.0% | -38.2% | -16.4% |
| YTD | -13.1% | +34.6% | -47.7% | -28.2% |
| 1Y | -13.7% | +20.4% | -34.1% | -25.0% |
| 3Y | +113.1% | +18.3% | +94.8% | +77.4% |
| 5Y | +85.9% | +9.6% | +76.3% | +53.7% |
| All | +403.0% | +155.9% | +247.1% | +177.9% |
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