+1,776.3%
CVS vs BEN
+5,129.3%
-3,353.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.6% |
| 7D | +10.4% | +11.3% | -0.9% | +7.2% |
| 30D | +3.3% | +15.0% | -11.7% | -1.0% |
| 3M | -4.5% | +7.8% | -12.4% | -6.9% |
| 6M | -4.4% | +15.5% | -19.9% | -8.7% |
| YTD | +16.6% | +55.4% | -38.8% | +2.0% |
| 1Y | +15.3% | +63.3% | -48.0% | -0.6% |
| 3Y | +48.6% | +83.4% | -34.9% | +20.9% |
| 5Y | +12.9% | +28.1% | -15.2% | -0.7% |
| 10Y | +63.2% | +59.1% | +4.1% | +28.3% |
| All | +1,776.3% | +5,129.3% | -3,353.0% | +421.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling