+37.0%
HPQ vs EOG
+22.5%
+14.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.1% | +8.5% | +8.4% |
| 7D | +9.8% | +1.5% | +8.3% | +9.3% |
| 30D | +22.4% | +2.9% | +19.4% | +21.2% |
| 3M | +45.2% | +8.7% | +36.4% | +40.7% |
| 6M | +96.4% | +12.9% | +83.5% | +87.0% |
| YTD | +65.4% | +43.8% | +21.6% | +43.6% |
| 1Y | +31.6% | +27.1% | +4.5% | +19.7% |
| 3Y | +37.0% | +25.9% | +11.1% | +22.4% |
| All | +37.0% | +22.5% | +14.5% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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