+244.7%
APLD vs CVS
-4.0%
+248.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.7% | +5.9% | +7.2% |
| 7D | +3.1% | -3.7% | +6.8% | +3.8% |
| 30D | -29.4% | -0.3% | -29.0% | -29.4% |
| 3M | -42.8% | -10.3% | -32.5% | -41.9% |
| 6M | -59.5% | -4.6% | -54.9% | -59.3% |
| YTD | -31.8% | +10.7% | -42.5% | -34.0% |
| 1Y | -46.0% | +11.2% | -57.3% | -47.9% |
| 3Y | +252.0% | +43.0% | +209.0% | +211.2% |
| All | +244.7% | -4.0% | +248.7% | +340.8% |
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