+54.4%
CVS vs EOSE
+42.6%
+11.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.7% |
| 7D | -2.2% | +1.8% | -4.0% | -2.2% |
| 30D | -0.1% | -6.8% | +6.8% | 0.0% |
| 3M | -5.2% | -36.3% | +31.1% | -5.1% |
| 6M | +26.9% | -38.8% | +65.7% | +26.8% |
| YTD | +22.1% | -65.5% | +87.6% | +22.5% |
| 1Y | +30.8% | -45.3% | +76.1% | +31.2% |
| 3Y | +54.4% | +44.2% | +10.2% | +54.1% |
| All | +54.4% | +42.6% | +11.8% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 3y: compounded portfolio wealth divided by compounded EOSE 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…
3y analysis · Full analysis span regression · 6 months rolling