+142.4%
GILD vs CPB
-41.0%
+183.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.0% | -0.8% |
| 7D | -4.8% | -1.8% | -3.0% | -4.4% |
| 30D | +5.8% | -7.1% | +12.9% | +7.5% |
| 3M | +14.9% | -6.0% | +21.0% | +16.2% |
| 6M | -0.4% | -5.3% | +4.9% | +0.3% |
| YTD | +18.5% | -20.8% | +39.4% | +25.1% |
| 1Y | +25.1% | -33.8% | +59.0% | +39.1% |
| 3Y | +105.9% | -43.7% | +149.6% | +138.0% |
| All | +142.4% | -41.0% | +183.4% | +172.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 5y: compounded portfolio wealth divided by compounded CPB 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…
5y analysis · Full analysis span regression · 6 months rolling