+217.2%
HPQ vs CPB
-45.5%
+262.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.3% | +5.3% | +1.6% |
| 7D | +3.5% | -5.4% | +8.9% | +4.2% |
| 30D | +13.7% | -7.8% | +21.5% | +14.8% |
| 3M | +33.9% | -6.9% | +40.8% | +34.9% |
| 6M | +80.9% | -12.2% | +93.1% | +83.4% |
| YTD | +52.6% | -21.1% | +73.6% | +56.8% |
| 1Y | +21.2% | -33.5% | +54.8% | +27.0% |
| 3Y | +26.9% | -43.2% | +70.1% | +34.4% |
| 5Y | +41.1% | -40.9% | +82.0% | +48.6% |
| All | +217.2% | -45.5% | +262.6% | +238.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CPB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling