+1,893.3%
CVS vs EFX
+6,208.6%
-4,315.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +0.1% |
| 7D | -1.6% | -7.8% | +6.3% | +0.3% |
| 30D | +0.4% | -5.7% | +6.1% | +1.6% |
| 3M | -0.4% | +2.5% | -2.9% | -1.8% |
| 6M | +25.1% | -16.7% | +41.8% | +29.3% |
| YTD | +23.9% | -20.2% | +44.1% | +28.6% |
| 1Y | +41.1% | -31.4% | +72.5% | +51.6% |
| 3Y | +63.6% | -10.5% | +74.1% | +59.5% |
| 5Y | +31.5% | -35.2% | +66.7% | +35.9% |
| 10Y | +40.5% | +40.2% | +0.3% | +13.6% |
| All | +1,893.3% | +6,208.6% | -4,315.4% | +643.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EFX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling