+10,152.6%
RTX vs HPQ
+2,750.4%
+7,402.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.3% |
| 7D | +4.8% | +3.2% | +1.6% | +4.0% |
| 30D | +6.5% | -3.6% | +10.1% | +7.0% |
| 3M | -9.6% | -5.3% | -4.3% | -9.4% |
| 6M | +12.3% | +41.1% | -28.8% | +0.5% |
| YTD | +9.5% | +36.9% | -27.4% | -2.1% |
| 1Y | +15.8% | +23.5% | -7.7% | +6.0% |
| 3Y | +157.0% | +19.6% | +137.4% | +128.9% |
| 5Y | +148.8% | +11.4% | +137.4% | +120.0% |
| 10Y | +264.0% | +160.6% | +103.4% | +153.2% |
| All | +10,152.6% | +2,750.4% | +7,402.2% | +3,661.4% |
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 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