+13.0%
CVS vs APO
+81.1%
-68.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.7% |
| 7D | +6.6% | +5.8% | +0.8% | +6.0% |
| 30D | -0.4% | +8.9% | -9.3% | -1.5% |
| 3M | -5.3% | -13.6% | +8.4% | -3.8% |
| 6M | -7.7% | -5.4% | -2.3% | -7.5% |
| YTD | +16.0% | -13.6% | +29.7% | +17.6% |
| 1Y | +16.2% | -2.5% | +18.7% | +15.5% |
| 3Y | +47.6% | +50.9% | -3.3% | +32.9% |
| All | +13.0% | +81.1% | -68.2% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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