+26.9%
CVS vs EQT
-12.3%
+39.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2026-03-11 to 2026-09-11.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +1.0% | -0.6% |
| 7D | -2.2% | -2.0% | -0.2% | -2.1% |
| 30D | -0.1% | 0.0% | -0.1% | 0.0% |
| 3M | -5.2% | +5.9% | -11.1% | -4.8% |
| 6M | +26.9% | -14.8% | +41.7% | +25.8% |
| All | +26.9% | -12.3% | +39.2% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 2026-03-11 to 2026-09-11: compounded portfolio wealth divided by compounded EQT 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…
2026-03-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling