+13.1%
HPQ vs EXPD
+60.9%
-47.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | +3.2% | +5.5% | -2.4% | +0.2% |
| 30D | -3.6% | -0.8% | -2.8% | -3.5% |
| 3M | -5.3% | +4.1% | -9.4% | -7.6% |
| 6M | +41.1% | +25.7% | +15.5% | +24.3% |
| YTD | +36.9% | +31.4% | +5.5% | +16.3% |
| 1Y | +23.5% | +42.2% | -18.7% | +0.3% |
| 3Y | +19.6% | +77.2% | -57.6% | -16.7% |
| All | +13.1% | +60.9% | -47.8% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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