+58.8%
CVS vs ABNB
+14.8%
+44.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | 0.0% |
| 7D | -2.0% | -9.5% | +7.5% | -1.5% |
| 30D | +1.9% | -9.4% | +11.3% | +2.4% |
| 3M | -2.2% | +29.9% | -32.0% | -3.7% |
| 6M | +26.7% | +26.6% | +0.1% | +24.8% |
| YTD | +22.9% | +23.5% | -0.6% | +21.2% |
| 1Y | +32.9% | +35.8% | -2.9% | +30.3% |
| 3Y | +62.3% | +15.0% | +47.3% | +59.1% |
| 5Y | +34.2% | +1.5% | +32.8% | +30.0% |
| All | +58.8% | +14.8% | +44.0% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ABNB.
Daily Out/Under-Performance
Portfolio return minus ABNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABNB 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 ABNB 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