+10,266.7%
RTX vs HPQ
+3,038.3%
+7,228.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.2% |
| 7D | -5.2% | +6.9% | -12.1% | -6.8% |
| 30D | -9.4% | +14.4% | -23.8% | -12.6% |
| 3M | +12.3% | +25.6% | -13.3% | +5.2% |
| 6M | -3.1% | +75.0% | -78.2% | -17.5% |
| YTD | +10.7% | +50.7% | -40.0% | -2.5% |
| 1Y | +28.4% | +18.7% | +9.8% | +19.6% |
| 3Y | +147.1% | +21.5% | +125.5% | +121.3% |
| 5Y | +167.2% | +31.6% | +135.7% | +128.1% |
| 10Y | +274.7% | +216.1% | +58.7% | +150.9% |
| All | +10,266.7% | +3,038.3% | +7,228.4% | +3,647.6% |
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