+5.6%
CVS vs FLEX
+23.4%
-17.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -12.3% | -0.2% | -11.3% |
| 7D | -11.1% | -17.0% | +5.9% | -9.6% |
| 30D | -7.4% | -33.8% | +26.4% | -4.2% |
| 3M | -22.9% | -39.0% | +16.2% | -19.6% |
| 6M | -1.2% | -15.9% | +14.7% | -3.8% |
| YTD | +3.9% | +27.8% | -24.0% | -3.8% |
| 1Y | +5.6% | +25.0% | -19.4% | -2.0% |
| All | +5.6% | +23.4% | -17.9% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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