+47.0%
CVX vs GILD
+45.2%
+1.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.2% | -7.9% | -3.5% |
| 7D | -5.3% | +9.6% | -14.9% | -5.0% |
| 30D | +5.1% | +20.6% | -15.6% | +5.9% |
| 3M | +14.9% | +29.7% | -14.8% | +16.2% |
| 6M | +14.9% | +33.1% | -18.2% | +16.2% |
| YTD | +46.3% | +44.7% | +1.6% | +51.6% |
| 1Y | +47.0% | +45.4% | +1.7% | +51.7% |
| All | +47.0% | +45.2% | +1.8% | +51.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling