+85.4%
BE vs CVS
+16.2%
+69.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.9% |
| 7D | +10.8% | +6.6% | +4.3% | +10.6% |
| 30D | -19.8% | -0.4% | -19.3% | -19.6% |
| 3M | -18.7% | -5.3% | -13.5% | -18.8% |
| 6M | -33.7% | -7.7% | -26.0% | -33.9% |
| YTD | +121.0% | +16.0% | +104.9% | +96.4% |
| 1Y | +85.4% | +16.2% | +69.2% | +64.3% |
| All | +85.4% | +16.2% | +69.2% | +64.3% |
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 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