+13.1%
HPQ vs BP
+113.6%
-100.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.4% |
| 7D | +3.2% | +3.8% | -0.6% | +2.0% |
| 30D | -3.6% | -5.3% | +1.7% | -2.3% |
| 3M | -5.3% | +9.3% | -14.5% | -8.2% |
| 6M | +41.1% | +7.2% | +33.9% | +36.7% |
| YTD | +36.9% | +38.0% | -1.2% | +20.0% |
| 1Y | +23.5% | +33.2% | -9.7% | +9.6% |
| 3Y | +19.6% | +50.3% | -30.7% | -0.4% |
| All | +13.1% | +113.6% | -100.5% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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