+192.9%
XOM vs HPQ
+259.7%
-66.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.4% | -7.9% | -2.0% |
| 7D | +4.1% | +9.8% | -5.7% | +1.1% |
| 30D | +4.6% | +22.4% | -17.8% | -2.0% |
| 3M | +14.0% | +45.2% | -31.2% | +0.7% |
| 6M | +11.0% | +96.4% | -85.5% | -12.5% |
| YTD | +40.7% | +65.4% | -24.7% | +17.0% |
| 1Y | +52.3% | +31.6% | +20.7% | +35.8% |
| 3Y | +60.5% | +37.0% | +23.4% | +34.5% |
| 5Y | +266.4% | +53.0% | +213.4% | +177.1% |
| All | +192.9% | +259.7% | -66.8% | +65.2% |
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