+32,991.5%
GILD vs CPB
+202.5%
+32,789.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +7.8% |
| 3M | +14.9% | -6.0% | +21.0% | +16.4% |
| 6M | -0.4% | -5.3% | +4.9% | +0.3% |
| YTD | +18.5% | -20.8% | +39.4% | +25.4% |
| 1Y | +25.1% | -33.8% | +59.0% | +39.2% |
| 3Y | +105.9% | -43.7% | +149.6% | +137.5% |
| 5Y | +143.0% | -40.7% | +183.7% | +173.7% |
| 10Y | +162.4% | -45.7% | +208.1% | +189.1% |
| All | +32,991.5% | +202.5% | +32,789.0% | +19,553.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling