+1,362.5%
OXY vs HPQ
+3,044.5%
-1,682.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.9% | -3.9% | -0.2% |
| 7D | +0.6% | +2.2% | -1.6% | 0.0% |
| 30D | +4.5% | +9.7% | -5.2% | +1.7% |
| 3M | +8.9% | +32.7% | -23.8% | +0.4% |
| 6M | +12.5% | +77.7% | -65.2% | -5.0% |
| YTD | +50.5% | +51.0% | -0.5% | +32.3% |
| 1Y | +38.6% | +18.4% | +20.2% | +29.3% |
| 3Y | -1.2% | +25.6% | -26.8% | -11.0% |
| 5Y | +161.6% | +38.6% | +123.0% | +126.5% |
| 10Y | +5.3% | +226.1% | -220.8% | -22.7% |
| All | +1,362.5% | +3,044.5% | -1,682.0% | +687.8% |
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