+4,391.7%
XOM vs HPQ
+3,044.5%
+1,347.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.9% | -2.7% | +1.3% |
| 7D | 0.0% | +2.2% | -2.2% | -0.4% |
| 30D | +3.4% | +9.7% | -6.3% | +1.4% |
| 3M | +11.0% | +32.7% | -21.7% | +4.4% |
| 6M | +10.6% | +77.7% | -67.1% | -2.6% |
| YTD | +39.2% | +51.0% | -11.8% | +26.3% |
| 1Y | +52.7% | +18.4% | +34.3% | +44.7% |
| 3Y | +56.8% | +25.6% | +31.2% | +44.0% |
| 5Y | +261.8% | +38.6% | +223.2% | +220.4% |
| 10Y | +191.3% | +226.1% | -34.8% | +117.8% |
| All | +4,391.7% | +3,044.5% | +1,347.2% | +2,421.3% |
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 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