+278.5%
AVGO vs CVS
+48.1%
+230.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.8% |
| 7D | +18.2% | +6.6% | +11.6% | +18.5% |
| 30D | +0.2% | -0.4% | +0.7% | +0.2% |
| 3M | -16.8% | -5.3% | -11.5% | -17.0% |
| 6M | -16.5% | -7.7% | -8.8% | -16.6% |
| YTD | +0.8% | +16.0% | -15.2% | +0.5% |
| 1Y | +2.8% | +16.2% | -13.4% | +2.5% |
| 3Y | +278.5% | +47.6% | +231.0% | +300.4% |
| All | +278.5% | +48.1% | +230.5% | +300.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling