+9.9%
CVS vs AMC
+24.6%
-14.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.9% | +1.2% | +3.2% |
| 7D | -7.1% | +2.6% | -9.7% | -7.1% |
| 30D | -4.0% | +9.0% | -13.0% | -3.9% |
| 3M | -12.2% | +22.2% | -34.4% | -12.0% |
| 6M | -2.2% | +91.5% | -93.6% | -1.3% |
| YTD | +8.9% | +101.3% | -92.4% | +10.1% |
| 1Y | +9.9% | +20.8% | -10.9% | +20.3% |
| All | +9.9% | +24.6% | -14.7% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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