+31.8%
CVS vs ABNB
+4.1%
+27.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.5% |
| 7D | -1.9% | -7.4% | +5.5% | -1.4% |
| 30D | -0.3% | -8.2% | +7.9% | +0.3% |
| 3M | -1.1% | +29.1% | -30.3% | -3.2% |
| 6M | +23.7% | +26.6% | -2.9% | +21.1% |
| YTD | +23.0% | +25.0% | -2.0% | +20.4% |
| 1Y | +37.2% | +37.0% | +0.1% | +33.2% |
| 3Y | +62.4% | +16.3% | +46.1% | +57.8% |
| 5Y | +31.8% | +2.2% | +29.6% | +27.7% |
| All | +31.8% | +4.1% | +27.8% | +27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling