+2,770.9%
AVGO vs CVS
+41.0%
+2,729.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | +1.1% | -2.2% | +3.3% | +1.6% |
| 30D | -13.0% | -0.1% | -12.9% | -13.1% |
| 3M | -6.0% | -5.2% | -0.8% | -5.3% |
| 6M | +6.4% | +26.9% | -20.5% | -0.1% |
| YTD | +5.0% | +22.1% | -17.1% | -1.2% |
| 1Y | +1.4% | +30.8% | -29.4% | -6.3% |
| 3Y | +336.8% | +54.4% | +282.4% | +275.4% |
| 5Y | +698.2% | +33.4% | +664.8% | +615.4% |
| All | +2,770.9% | +41.0% | +2,729.9% | +2,222.0% |
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