+32,043.9%
AVGO vs CVS
+294.3%
+31,749.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.5% |
| 7D | +25.0% | +10.4% | +14.6% | +21.8% |
| 30D | +2.0% | +3.3% | -1.3% | +0.7% |
| 3M | -12.3% | -4.5% | -7.7% | -11.7% |
| 6M | -12.8% | -4.4% | -8.4% | -12.9% |
| YTD | +5.9% | +16.6% | -10.8% | -1.5% |
| 1Y | +3.3% | +15.3% | -12.0% | -3.5% |
| 3Y | +293.1% | +48.6% | +244.5% | +223.9% |
| 5Y | +606.7% | +12.9% | +593.8% | +539.1% |
| 10Y | +2,733.6% | +63.2% | +2,670.4% | +1,969.1% |
| All | +32,043.9% | +294.3% | +31,749.6% | +16,219.9% |
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