+1,041.3%
APH vs CVS
+39.8%
+1,001.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | +0.2% | -1.6% | +1.8% | +0.5% |
| 30D | -3.3% | +0.4% | -3.7% | -3.5% |
| 3M | +14.0% | -0.4% | +14.5% | +13.7% |
| 6M | +24.4% | +25.1% | -0.7% | +17.4% |
| YTD | +21.4% | +23.9% | -2.5% | +13.9% |
| 1Y | +48.9% | +41.1% | +7.9% | +35.0% |
| 3Y | +290.1% | +63.6% | +226.5% | +227.4% |
| 5Y | +352.8% | +31.5% | +321.3% | +305.1% |
| 10Y | +1,041.3% | +40.5% | +1,000.8% | +843.1% |
| All | +1,041.3% | +39.8% | +1,001.5% | +843.1% |
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