+114.9%
AXP vs HPQ
+19.7%
+95.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.4% |
| 7D | -0.1% | +3.2% | -3.3% | -0.9% |
| 30D | +4.4% | -3.6% | +8.1% | +5.0% |
| 3M | -6.4% | -5.3% | -1.1% | -6.1% |
| 6M | +4.2% | +41.1% | -37.0% | -8.6% |
| YTD | -12.4% | +36.9% | -49.2% | -22.8% |
| 1Y | -11.1% | +23.5% | -34.6% | -18.7% |
| 3Y | +114.9% | +19.6% | +95.3% | +90.8% |
| All | +114.9% | +19.7% | +95.2% | +90.8% |
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