+30.1%
GILD vs XE
-70.1%
+100.2%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -10.4% | +6.5% | -3.9% |
| 7D | +1.2% | -23.1% | +24.3% | +1.2% |
| 30D | +16.2% | -41.7% | +57.9% | +16.5% |
| 3M | +27.9% | -52.8% | +80.7% | +28.6% |
| 6M | +27.1% | -68.4% | +95.5% | +28.3% |
| All | +30.1% | -70.1% | +100.2% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 XE 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