+25.1%
HPQ vs CG
+48.1%
-23.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.0% | +8.9% | +6.4% |
| 7D | +2.2% | -6.4% | +8.7% | +4.6% |
| 30D | +9.7% | -7.1% | +16.8% | +12.5% |
| 3M | +32.7% | -1.6% | +34.3% | +32.7% |
| 6M | +77.7% | -8.3% | +86.0% | +81.8% |
| YTD | +51.0% | -23.8% | +74.8% | +64.8% |
| 1Y | +18.4% | -28.7% | +47.1% | +32.1% |
| All | +25.1% | +48.1% | -23.0% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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