+16.8%
CVS vs BEN
+64.3%
-47.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.4% |
| 7D | +10.4% | +11.3% | -0.9% | +9.5% |
| 30D | +3.3% | +15.0% | -11.7% | +1.7% |
| 3M | -4.5% | +7.8% | -12.4% | -5.2% |
| 6M | -4.4% | +15.5% | -19.9% | -5.9% |
| YTD | +16.6% | +55.4% | -38.8% | +8.6% |
| All | +16.8% | +64.3% | -47.5% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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