+31,416.6%
AVGO vs CVS
+321.8%
+31,094.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | -3.0% | +4.0% | -6.9% | -4.0% |
| 30D | -14.4% | -2.4% | -12.0% | -14.0% |
| 3M | -14.4% | +2.7% | -17.1% | -15.6% |
| 6M | +13.1% | +21.9% | -8.7% | +5.5% |
| YTD | +3.8% | +24.7% | -21.0% | -4.7% |
| 1Y | +17.8% | +35.4% | -17.7% | +5.1% |
| 3Y | +325.3% | +65.2% | +260.1% | +239.5% |
| 5Y | +689.9% | +30.5% | +659.4% | +581.7% |
| 10Y | +2,597.0% | +40.4% | +2,556.6% | +2,035.0% |
| All | +31,416.6% | +321.8% | +31,094.8% | +15,687.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling