+1,907.2%
CVS vs BEN
+4,913.3%
-3,006.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -1.4% |
| 7D | +4.0% | +0.2% | +3.7% | +3.8% |
| 30D | -2.4% | -0.5% | -1.9% | -2.3% |
| 3M | +2.7% | +9.7% | -7.1% | -0.2% |
| 6M | +21.9% | +33.9% | -12.0% | +11.8% |
| YTD | +24.7% | +49.0% | -24.2% | +10.8% |
| 1Y | +35.4% | +42.1% | -6.7% | +21.5% |
| 3Y | +65.2% | +51.9% | +13.3% | +42.0% |
| 5Y | +30.5% | +39.0% | -8.5% | +12.1% |
| 10Y | +40.4% | +57.9% | -17.5% | +10.7% |
| All | +1,907.2% | +4,913.3% | -3,006.2% | +466.6% |
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