+1,278.0%
AAPL vs CVS
+41.0%
+1,237.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.9% |
| 7D | +3.8% | -2.2% | +6.0% | +4.4% |
| 30D | +9.9% | -0.1% | +10.0% | +9.9% |
| 3M | +12.5% | -5.2% | +17.7% | +13.6% |
| 6M | +27.6% | +26.9% | +0.7% | +19.9% |
| YTD | +22.6% | +22.1% | +0.5% | +15.5% |
| 1Y | +45.0% | +30.8% | +14.2% | +33.9% |
| 3Y | +87.8% | +54.4% | +33.4% | +60.7% |
| 5Y | +128.7% | +33.4% | +95.3% | +104.6% |
| All | +1,278.0% | +41.0% | +1,237.0% | +988.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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