+62.7%
CVS vs GEN
+156.5%
-93.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.3% |
| 7D | +12.0% | -0.8% | +12.8% | +12.1% |
| 30D | +2.8% | +31.2% | -28.4% | -1.6% |
| 3M | -3.6% | +6.1% | -9.6% | -5.0% |
| 6M | -1.6% | +38.1% | -39.7% | -7.4% |
| YTD | +16.3% | +14.4% | +1.9% | +12.5% |
| 1Y | +15.5% | +15.1% | +0.4% | +11.6% |
| 3Y | +48.1% | +68.5% | -20.4% | +32.4% |
| 5Y | +12.3% | +35.8% | -23.5% | +2.6% |
| 10Y | +62.7% | +155.4% | -92.7% | +30.0% |
| All | +62.7% | +156.5% | -93.8% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling