+32,991.5%
GILD vs CHD
+6,778.4%
+26,213.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -4.8% | -4.5% | -0.4% | -3.5% |
| 30D | +5.8% | -6.7% | +12.5% | +8.0% |
| 3M | +14.9% | -2.7% | +17.7% | +15.9% |
| 6M | -0.4% | -4.9% | +4.6% | +0.9% |
| YTD | +18.5% | +13.3% | +5.2% | +13.5% |
| 1Y | +25.1% | +1.0% | +24.1% | +23.9% |
| 3Y | +105.9% | +1.3% | +104.6% | +102.1% |
| 5Y | +143.0% | +20.8% | +122.1% | +123.8% |
| 10Y | +162.4% | +126.1% | +36.3% | +93.9% |
| All | +32,991.5% | +6,778.4% | +26,213.1% | +8,832.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 all: compounded portfolio wealth divided by compounded CHD 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…
all analysis · Full analysis span regression · 6 months rolling