+170.6%
CVX vs HPQ
+39.2%
+131.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.7% |
| 7D | +0.7% | +3.5% | -2.8% | 0.0% |
| 30D | +9.1% | +13.7% | -4.6% | +6.2% |
| 3M | +13.1% | +33.9% | -20.8% | +6.0% |
| 6M | +16.3% | +80.9% | -64.7% | +0.9% |
| YTD | +43.5% | +52.6% | -9.1% | +29.3% |
| 1Y | +40.2% | +21.2% | +18.9% | +32.9% |
| 3Y | +44.2% | +26.9% | +17.4% | +30.7% |
| 5Y | +170.6% | +41.1% | +129.5% | +136.2% |
| All | +170.6% | +39.2% | +131.4% | +136.2% |
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