+6,610.0%
AXP vs HPQ
+3,038.3%
+3,571.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -1.9% |
| 7D | -2.1% | +6.9% | -9.1% | -4.4% |
| 30D | -6.5% | +14.4% | -21.0% | -11.2% |
| 3M | +4.6% | +25.6% | -21.0% | -4.4% |
| 6M | +5.4% | +75.0% | -69.6% | -15.6% |
| YTD | -11.1% | +50.7% | -61.8% | -25.2% |
| 1Y | -0.3% | +18.7% | -19.0% | -9.2% |
| 3Y | +111.6% | +21.5% | +90.1% | +86.6% |
| 5Y | +117.6% | +31.6% | +86.0% | +82.4% |
| 10Y | +474.1% | +216.1% | +258.1% | +249.7% |
| All | +6,610.0% | +3,038.3% | +3,571.7% | +1,576.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling