+55.6%
CVS vs HPQ
+24.5%
+31.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.9% | -5.6% | -1.1% |
| 7D | -1.9% | +2.2% | -4.1% | -2.1% |
| 30D | -0.3% | +9.7% | -10.1% | -1.1% |
| 3M | -1.1% | +32.7% | -33.9% | -3.4% |
| 6M | +23.7% | +77.7% | -54.0% | +17.6% |
| YTD | +23.0% | +51.0% | -28.0% | +18.5% |
| 1Y | +37.2% | +18.4% | +18.8% | +34.9% |
| All | +55.6% | +24.5% | +31.1% | +44.0% |
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 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