+4,711.1%
CVX vs HPQ
+2,897.0%
+1,814.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.5% | +5.1% | +1.5% |
| 7D | -0.6% | -0.5% | -0.1% | -0.5% |
| 30D | +13.4% | +3.7% | +9.7% | +12.3% |
| 3M | +11.8% | +24.3% | -12.5% | +6.2% |
| 6M | +12.4% | +64.8% | -52.3% | -0.4% |
| YTD | +41.5% | +43.9% | -2.4% | +28.7% |
| 1Y | +41.6% | +11.7% | +30.0% | +35.4% |
| 3Y | +42.2% | +19.7% | +22.6% | +31.6% |
| 5Y | +166.0% | +32.2% | +133.7% | +136.4% |
| 10Y | +207.2% | +198.9% | +8.3% | +131.2% |
| All | +4,711.1% | +2,897.0% | +1,814.2% | +2,710.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling