+616.7%
ADI vs CVS
+42.0%
+574.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -1.0% | -1.0% |
| 7D | +1.3% | -2.0% | +3.3% | +1.9% |
| 30D | -6.0% | +1.9% | -7.9% | -6.6% |
| 3M | -7.7% | -2.2% | -5.5% | -7.5% |
| 6M | +14.0% | +26.7% | -12.8% | +5.7% |
| YTD | +34.4% | +22.9% | +11.5% | +25.0% |
| 1Y | +48.0% | +32.9% | +15.0% | +34.1% |
| 3Y | +113.3% | +62.3% | +51.0% | +75.6% |
| 5Y | +131.1% | +34.2% | +96.9% | +101.6% |
| All | +616.7% | +42.0% | +574.8% | +456.5% |
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