+359.9%
CSCO vs GIS
-19.3%
+379.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.0% | +1.2% | -1.2% |
| 7D | -1.1% | -8.4% | +7.3% | +0.6% |
| 30D | -10.8% | -5.2% | -5.6% | -10.0% |
| 3M | -9.2% | +8.2% | -17.4% | -11.4% |
| 6M | +39.5% | -12.0% | +51.6% | +42.7% |
| YTD | +41.5% | -18.9% | +60.4% | +47.2% |
| 1Y | +61.0% | -23.6% | +84.6% | +69.7% |
| 3Y | +105.2% | -37.6% | +142.8% | +125.3% |
| 5Y | +113.4% | -25.2% | +138.6% | +118.3% |
| All | +359.9% | -19.3% | +379.2% | +361.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded GIS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling