+40.0%
CVS vs GPN
+28.5%
+11.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.7% |
| 7D | -2.2% | -4.3% | +2.2% | -1.2% |
| 30D | -0.1% | 0.0% | -0.1% | -0.2% |
| 3M | -5.2% | +35.8% | -41.0% | -12.2% |
| 6M | +26.9% | +22.0% | +4.9% | +19.7% |
| YTD | +22.1% | +15.2% | +6.9% | +16.1% |
| 1Y | +30.8% | +3.5% | +27.3% | +27.4% |
| 3Y | +54.4% | -26.9% | +81.3% | +62.1% |
| 5Y | +33.4% | -44.2% | +77.6% | +46.6% |
| All | +40.0% | +28.5% | +11.5% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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