+309.8%
BE vs CVS
+32.3%
+277.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.7% | +7.3% | +6.7% |
| 7D | +9.0% | -2.2% | +11.2% | +9.1% |
| 30D | +16.3% | -0.1% | +16.3% | +16.2% |
| 3M | +10.8% | -5.2% | +16.0% | +10.5% |
| 6M | +73.2% | +26.9% | +46.3% | +64.4% |
| YTD | +217.4% | +22.1% | +195.3% | +187.6% |
| 1Y | +309.8% | +30.8% | +279.0% | +263.2% |
| All | +309.8% | +32.3% | +277.5% | +263.2% |
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