+339.7%
AVGO vs CVS
+62.1%
+277.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.2% |
| 7D | -0.8% | -1.9% | +1.1% | -0.9% |
| 30D | -13.7% | -0.3% | -13.4% | -13.7% |
| 3M | -6.9% | -1.1% | -5.8% | -7.0% |
| 6M | +5.8% | +23.7% | -17.9% | +5.8% |
| YTD | +5.7% | +23.0% | -17.3% | +5.6% |
| 1Y | +9.0% | +37.2% | -28.1% | +9.0% |
| All | +339.7% | +62.1% | +277.6% | +343.8% |
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 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