+32.9%
CVS vs CG
-30.6%
+63.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | 0.0% |
| 7D | -2.0% | -9.8% | +7.8% | -1.8% |
| 30D | +1.9% | -10.3% | +12.2% | +2.1% |
| 3M | -2.2% | -1.7% | -0.5% | -2.3% |
| 6M | +26.7% | -9.8% | +36.5% | +26.5% |
| YTD | +22.9% | -25.6% | +48.5% | +23.9% |
| 1Y | +32.9% | -32.5% | +65.4% | +33.4% |
| All | +32.9% | -30.6% | +63.5% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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