+162.9%
RTX vs HPQ
+39.0%
+123.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.9% | -5.6% | -1.2% |
| 7D | -1.6% | +2.2% | -3.8% | -1.9% |
| 30D | -11.6% | +9.7% | -21.3% | -12.5% |
| 3M | +9.2% | +32.7% | -23.6% | +5.5% |
| 6M | -4.4% | +77.7% | -82.1% | -11.9% |
| YTD | +8.9% | +51.0% | -42.1% | +2.8% |
| 1Y | +32.1% | +18.4% | +13.7% | +29.3% |
| 3Y | +151.2% | +25.6% | +125.7% | +134.7% |
| 5Y | +162.9% | +38.6% | +124.3% | +141.3% |
| All | +162.9% | +39.0% | +123.9% | +141.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling