+60.1%
BMY vs CVS
+63.8%
-3.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | +2.1% | +6.6% | -4.5% | +0.6% |
| 30D | +7.0% | -0.4% | +7.4% | +6.7% |
| 3M | -0.9% | -5.3% | +4.4% | -0.1% |
| 6M | +14.9% | -7.7% | +22.6% | +16.4% |
| YTD | +22.8% | +16.0% | +6.8% | +16.6% |
| 1Y | +36.2% | +16.2% | +20.0% | +29.2% |
| 3Y | +45.7% | +47.6% | -1.9% | +26.0% |
| 5Y | +31.3% | +12.3% | +18.9% | +21.7% |
| All | +60.1% | +63.8% | -3.7% | +26.3% |
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