+295.3%
CVS vs APO
+1,612.1%
-1,316.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.8% |
| 7D | +6.6% | +5.8% | +0.8% | +5.5% |
| 30D | -0.4% | +8.9% | -9.3% | -2.3% |
| 3M | -5.3% | -13.6% | +8.4% | -3.2% |
| 6M | -7.7% | -5.4% | -2.3% | -7.6% |
| YTD | +16.0% | -13.6% | +29.7% | +17.3% |
| 1Y | +16.2% | -2.5% | +18.7% | +14.7% |
| 3Y | +47.6% | +50.9% | -3.3% | +29.7% |
| 5Y | +12.3% | +81.4% | -69.1% | -7.6% |
| 10Y | +62.4% | +843.9% | -781.5% | -6.5% |
| All | +295.3% | +1,612.1% | -1,316.7% | +100.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling