+98.8%
CVE vs GSK
+31.2%
+67.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -1.5% |
| 7D | +2.5% | -1.8% | +4.3% | +2.3% |
| 30D | +16.7% | -2.2% | +18.9% | +16.4% |
| 3M | +9.3% | -1.8% | +11.1% | +9.0% |
| 6M | +43.6% | -10.6% | +54.2% | +41.9% |
| YTD | +93.6% | +4.4% | +89.2% | +91.2% |
| 1Y | +98.8% | +30.4% | +68.3% | +110.5% |
| All | +98.8% | +31.2% | +67.5% | +110.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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