+48.0%
BHP vs GPC
-0.7%
+48.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.3% |
| 7D | -0.5% | +0.4% | -0.9% | -0.6% |
| 30D | -4.5% | -6.3% | +1.8% | -3.5% |
| 3M | -6.9% | -8.2% | +1.3% | -5.7% |
| 6M | -10.6% | +27.1% | -37.6% | -16.4% |
| YTD | +37.2% | +3.1% | +34.1% | +24.9% |
| 1Y | +48.0% | +0.1% | +48.0% | +36.7% |
| All | +48.0% | -0.7% | +48.8% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 1y: compounded portfolio wealth divided by compounded GPC 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…
1y analysis · Full analysis span regression · 6 months rolling