+360.5%
BE vs CVS
+35.9%
+324.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.8% | +7.4% |
| 7D | +20.0% | +4.0% | +16.0% | +19.4% |
| 30D | +7.9% | -2.4% | +10.3% | +8.2% |
| 3M | -13.2% | +2.7% | -15.9% | -14.6% |
| 6M | +53.5% | +21.9% | +31.6% | +43.1% |
| YTD | +191.0% | +24.7% | +166.3% | +154.7% |
| 1Y | +360.5% | +35.4% | +325.1% | +258.8% |
| All | +360.5% | +35.9% | +324.6% | +258.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling