+45.4%
GILD vs CI
+21.2%
+24.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.4% | +0.8% | +3.4% |
| 7D | +9.6% | +3.5% | +6.1% | +8.7% |
| 30D | +20.6% | +12.6% | +8.1% | +17.8% |
| 3M | +29.7% | +12.1% | +17.7% | +26.7% |
| 6M | +33.1% | +10.6% | +22.5% | +29.7% |
| YTD | +44.7% | +12.8% | +31.9% | +41.0% |
| 1Y | +45.4% | +18.0% | +27.3% | +39.6% |
| All | +45.4% | +21.2% | +24.2% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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