+1.7%
OXY vs HPQ
+36.4%
-34.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.4% | -7.9% | -1.3% |
| 7D | +2.8% | +9.8% | -6.9% | +0.7% |
| 30D | +5.5% | +22.4% | -16.9% | +0.7% |
| 3M | +11.3% | +45.2% | -33.9% | +1.6% |
| 6M | +11.6% | +96.4% | -84.8% | -7.4% |
| YTD | +51.6% | +65.4% | -13.8% | +32.2% |
| 1Y | +36.2% | +31.6% | +4.6% | +26.8% |
| 3Y | +1.7% | +37.0% | -35.3% | -11.0% |
| All | +1.7% | +36.4% | -34.7% | -11.0% |
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