+45.4%
GILD vs COO
-7.7%
+53.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.9% | -1.7% | +2.9% |
| 7D | +9.6% | +8.4% | +1.2% | +7.8% |
| 30D | +20.6% | +13.5% | +7.2% | +17.5% |
| 3M | +29.7% | -13.8% | +43.5% | +33.8% |
| 6M | +33.1% | +4.7% | +28.4% | +31.2% |
| YTD | +44.7% | -21.4% | +66.1% | +52.8% |
| 1Y | +45.4% | -6.7% | +52.1% | +47.0% |
| All | +45.4% | -7.7% | +53.0% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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