+25.1%
GILD vs CB
+23.0%
+2.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | -4.8% | -0.7% | -4.1% | -4.7% |
| 30D | +5.8% | -1.2% | +7.0% | +6.0% |
| 3M | +14.9% | +3.8% | +11.2% | +14.3% |
| 6M | -0.4% | +5.8% | -6.1% | -1.1% |
| YTD | +18.5% | +9.4% | +9.2% | +17.6% |
| 1Y | +25.1% | +20.7% | +4.5% | +22.9% |
| All | +25.1% | +23.0% | +2.1% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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