+934.0%
BE vs CVS
+88.7%
+845.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | +9.7% | -2.0% | +11.7% | +10.2% |
| 30D | +22.4% | +1.9% | +20.5% | +21.7% |
| 3M | +10.4% | -2.2% | +12.5% | +10.3% |
| 6M | +67.9% | +26.7% | +41.1% | +56.8% |
| YTD | +197.5% | +22.9% | +174.6% | +177.6% |
| 1Y | +310.6% | +32.9% | +277.7% | +275.6% |
| 3Y | +1,657.2% | +62.3% | +1,595.0% | +1,379.5% |
| 5Y | +1,218.2% | +34.2% | +1,183.9% | +1,064.2% |
| All | +934.0% | +88.7% | +845.3% | +667.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling