+30.8%
CVS vs HPQ
+30.7%
+0.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.4% | -9.1% | -1.1% |
| 7D | -2.2% | +9.8% | -11.9% | -2.7% |
| 30D | -0.1% | +22.4% | -22.4% | -1.3% |
| 3M | -5.2% | +45.2% | -50.4% | -7.3% |
| 6M | +26.9% | +96.4% | -69.5% | +21.3% |
| YTD | +22.1% | +65.4% | -43.3% | +18.6% |
| 1Y | +30.8% | +31.6% | -0.8% | +29.6% |
| All | +30.8% | +30.7% | +0.1% | +29.6% |
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