+159.7%
GILD vs CNC
+99.9%
+59.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.3% | -0.9% |
| 7D | -4.8% | -0.9% | -3.9% | -4.7% |
| 30D | +5.8% | -1.0% | +6.7% | +5.9% |
| 3M | +14.9% | +4.5% | +10.4% | +14.0% |
| 6M | -0.4% | +85.2% | -85.6% | -8.3% |
| YTD | +18.5% | +61.4% | -42.9% | +10.3% |
| 1Y | +25.1% | +94.9% | -69.8% | +12.9% |
| 3Y | +105.9% | 0.0% | +105.9% | +98.0% |
| 5Y | +143.0% | +11.2% | +131.8% | +128.5% |
| All | +159.7% | +99.9% | +59.8% | +130.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 10y: compounded portfolio wealth divided by compounded CNC 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…
10y analysis · Full analysis span regression · 6 months rolling