+4,246.7%
KO vs HPQ
+3,344.5%
+902.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.4% | -7.9% | -0.6% |
| 7D | +0.2% | +9.8% | -9.5% | -1.1% |
| 30D | +1.8% | +22.4% | -20.5% | -1.1% |
| 3M | +7.7% | +45.2% | -37.5% | +2.0% |
| 6M | +15.3% | +96.4% | -81.2% | +4.0% |
| YTD | +28.0% | +65.4% | -37.4% | +18.1% |
| 1Y | +34.3% | +31.6% | +2.7% | +27.5% |
| 3Y | +63.8% | +37.0% | +26.8% | +52.0% |
| 5Y | +84.1% | +53.0% | +31.1% | +65.3% |
| 10Y | +185.4% | +257.2% | -71.8% | +121.4% |
| All | +4,246.7% | +3,344.5% | +902.2% | +1,678.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling