+32.2%
CVS vs HPQ
+51.9%
-19.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.4% | -9.1% | -1.7% |
| 7D | -2.2% | +9.8% | -11.9% | -3.4% |
| 30D | -0.1% | +22.4% | -22.4% | -2.8% |
| 3M | -5.2% | +45.2% | -50.4% | -10.0% |
| 6M | +26.9% | +96.4% | -69.5% | +14.6% |
| YTD | +22.1% | +65.4% | -43.3% | +13.0% |
| 1Y | +30.8% | +31.6% | -0.8% | +25.1% |
| 3Y | +54.4% | +37.0% | +17.4% | +42.8% |
| All | +32.2% | +51.9% | -19.6% | +19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling