+40.0%
CVS vs BBY
+252.7%
-212.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.7% | -1.2% |
| 7D | -2.2% | +0.6% | -2.7% | -2.3% |
| 30D | -0.1% | +9.4% | -9.5% | -1.8% |
| 3M | -5.2% | +19.3% | -24.5% | -8.5% |
| 6M | +26.9% | +47.9% | -21.0% | +17.0% |
| YTD | +22.1% | +39.6% | -17.5% | +13.6% |
| 1Y | +30.8% | +22.2% | +8.6% | +24.6% |
| 3Y | +54.4% | +45.0% | +9.4% | +37.6% |
| 5Y | +33.4% | +2.6% | +30.8% | +24.6% |
| All | +40.0% | +252.7% | -212.7% | -3.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling