+16.8%
CVS vs APA
+104.3%
-87.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | +0.2% |
| 7D | +10.4% | +9.6% | +0.8% | +10.1% |
| 30D | +3.3% | -0.2% | +3.5% | +3.4% |
| 3M | -4.5% | +19.8% | -24.4% | -3.8% |
| 6M | -4.4% | +30.1% | -34.4% | -3.5% |
| YTD | +16.6% | +100.4% | -83.8% | +18.2% |
| All | +16.8% | +104.3% | -87.5% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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