+280.0%
RTX vs HPQ
+231.8%
+48.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.8% | 0.0% |
| 7D | -2.0% | +3.5% | -5.5% | -3.0% |
| 30D | -11.2% | +13.7% | -24.9% | -14.8% |
| 3M | +12.0% | +33.9% | -21.8% | +1.8% |
| 6M | -3.6% | +80.9% | -84.5% | -21.8% |
| YTD | +9.2% | +52.6% | -43.4% | -6.7% |
| 1Y | +29.7% | +21.2% | +8.5% | +18.9% |
| 3Y | +152.0% | +26.9% | +125.1% | +114.3% |
| 5Y | +165.8% | +41.1% | +124.6% | +101.7% |
| All | +280.0% | +231.8% | +48.2% | +104.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling