+87.5%
BHP vs GPC
-2.2%
+89.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.9% | +4.6% | +2.4% |
| 7D | +1.3% | +0.2% | +1.1% | +1.2% |
| 30D | +4.0% | -0.4% | +4.4% | +4.0% |
| 3M | +12.3% | +39.2% | -26.9% | +3.1% |
| 6M | +30.8% | +18.2% | +12.6% | +24.4% |
| YTD | +58.8% | +12.1% | +46.7% | +51.3% |
| 1Y | +76.8% | -0.7% | +77.5% | +73.5% |
| 3Y | +87.5% | -1.7% | +89.1% | +79.1% |
| All | +87.5% | -2.2% | +89.7% | +79.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling