+483.7%
APLD vs CVS
+7.4%
+476.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.0% | +7.5% |
| 7D | +16.6% | -1.6% | +18.1% | +16.8% |
| 30D | -3.1% | +0.4% | -3.5% | -3.3% |
| 3M | -30.9% | -0.4% | -30.4% | -30.9% |
| 6M | +12.6% | +25.1% | -12.5% | +7.9% |
| YTD | +15.5% | +23.9% | -8.4% | +9.8% |
| 1Y | +103.5% | +41.1% | +62.4% | +88.1% |
| 3Y | +446.5% | +63.6% | +382.9% | +364.6% |
| All | +483.7% | +7.4% | +476.3% | +633.6% |
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