+137.3%
ADBE vs CVS
+63.8%
+73.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | +1.6% | +6.6% | -5.0% | +0.4% |
| 30D | +1.0% | -0.4% | +1.4% | +0.9% |
| 3M | -10.1% | -5.3% | -4.9% | -9.5% |
| 6M | +3.0% | -7.7% | +10.7% | +3.9% |
| YTD | -30.5% | +16.0% | -46.6% | -33.7% |
| 1Y | -27.1% | +16.2% | -43.4% | -30.5% |
| 3Y | -58.8% | +47.6% | -106.4% | -64.0% |
| 5Y | -63.0% | +12.3% | -75.4% | -65.2% |
| All | +137.3% | +63.8% | +73.6% | +85.9% |
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