+189.0%
CDE vs GILD
+142.1%
+46.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +1.9% | +1.4% |
| 7D | -3.1% | -4.8% | +1.7% | -1.8% |
| 30D | +9.5% | +5.8% | +3.7% | +7.8% |
| 3M | +25.5% | +14.9% | +10.6% | +20.3% |
| 6M | -7.9% | -0.4% | -7.5% | -8.1% |
| YTD | +15.6% | +18.5% | -3.0% | +10.4% |
| 1Y | +34.0% | +25.1% | +8.9% | +25.8% |
| 3Y | +791.9% | +105.9% | +686.0% | +596.2% |
| All | +189.0% | +142.1% | +46.8% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 5y: compounded portfolio wealth divided by compounded GILD 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…
5y analysis · Full analysis span regression · 6 months rolling