+62.9%
KO vs HPQ
+25.8%
+37.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.3% |
| 7D | -1.1% | +3.5% | -4.6% | -1.2% |
| 30D | +1.6% | +13.7% | -12.1% | +1.3% |
| 3M | +5.8% | +33.9% | -28.1% | +5.3% |
| 6M | +14.3% | +80.9% | -66.6% | +13.3% |
| YTD | +27.3% | +52.6% | -25.3% | +26.6% |
| 1Y | +33.2% | +21.2% | +11.9% | +33.1% |
| All | +62.9% | +25.8% | +37.1% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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