+40.6%
CVX vs GSK
+21.8%
+18.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +2.6% | -3.5% | +6.1% | +2.4% |
| 30D | +9.8% | -3.4% | +13.3% | +9.6% |
| 3M | +16.2% | -8.1% | +24.3% | +15.4% |
| 6M | +13.6% | -11.1% | +24.8% | +12.6% |
| YTD | +44.4% | +0.7% | +43.6% | +43.3% |
| 1Y | +40.6% | +20.1% | +20.5% | +41.5% |
| All | +40.6% | +21.8% | +18.8% | +41.5% |
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