+36.6%
ORLY vs HPQ
+36.4%
+0.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.4% | -8.0% | +0.1% |
| 7D | -2.4% | +9.8% | -12.1% | -2.7% |
| 30D | -6.8% | +22.4% | -29.1% | -7.4% |
| 3M | -4.8% | +45.2% | -49.9% | -5.8% |
| 6M | -9.1% | +96.4% | -105.5% | -10.8% |
| YTD | -5.9% | +65.4% | -71.3% | -7.5% |
| 1Y | -20.4% | +31.6% | -52.0% | -21.6% |
| 3Y | +36.6% | +37.0% | -0.4% | +32.4% |
| All | +36.6% | +36.4% | +0.2% | +32.4% |
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