+5.6%
CVS vs BBY
+33.0%
-27.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +8.0% | -20.5% | -12.9% |
| 7D | -11.1% | +4.5% | -15.6% | -11.2% |
| 30D | -7.4% | +16.0% | -23.4% | -8.7% |
| 3M | -22.9% | +18.6% | -41.5% | -24.1% |
| 6M | -1.2% | +80.1% | -81.3% | -6.4% |
| YTD | +3.9% | +57.4% | -53.6% | +0.8% |
| 1Y | +5.6% | +34.5% | -29.0% | +8.1% |
| All | +5.6% | +33.0% | -27.4% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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