+517.3%
CVS vs ASX
+3,544.9%
-3,027.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.6% | -6.0% | -0.1% |
| 7D | +12.0% | +0.8% | +11.1% | +11.4% |
| 30D | +2.8% | -20.4% | +23.2% | +4.6% |
| 3M | -3.6% | -2.1% | -1.4% | -4.3% |
| 6M | -1.6% | +8.2% | -9.8% | -4.6% |
| YTD | +16.3% | +137.3% | -121.0% | +2.2% |
| 1Y | +15.5% | +155.0% | -139.5% | +0.6% |
| 3Y | +48.1% | +397.9% | -349.8% | +15.9% |
| 5Y | +12.3% | +529.2% | -516.9% | -16.2% |
| 10Y | +62.7% | +1,007.5% | -944.8% | +8.5% |
| All | +517.3% | +3,544.9% | -3,027.6% | +215.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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