+45.6%
CSX vs HPQ
+11.7%
+33.8%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +2.8% |
| 7D | -2.2% | -0.6% | -1.6% | -2.1% |
| 30D | +6.8% | -6.5% | +13.3% | +7.3% |
| 3M | +0.7% | -5.1% | +5.8% | +1.2% |
| 6M | +13.3% | +27.3% | -14.0% | +12.6% |
| YTD | +40.5% | +31.7% | +8.8% | +41.6% |
| All | +45.6% | +11.7% | +33.8% | +50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling