+1,878.9%
CVS vs BBY
+73,712.5%
-71,833.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.5% |
| 7D | -1.9% | +1.2% | -3.1% | -2.1% |
| 30D | -0.3% | +6.8% | -7.1% | -1.3% |
| 3M | -1.1% | +18.7% | -19.9% | -3.6% |
| 6M | +23.7% | +37.3% | -13.6% | +17.7% |
| YTD | +23.0% | +35.3% | -12.3% | +17.0% |
| 1Y | +37.2% | +20.7% | +16.5% | +32.4% |
| 3Y | +62.4% | +39.4% | +23.0% | +50.8% |
| 5Y | +31.8% | -1.5% | +33.3% | +26.4% |
| 10Y | +41.9% | +239.8% | -197.9% | +11.4% |
| All | +1,878.9% | +73,712.5% | -71,833.6% | +763.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling