+1,652.2%
CVS vs HAS
+4,652.9%
-3,000.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.2% |
| 7D | -7.1% | -0.2% | -6.9% | -7.2% |
| 30D | -4.0% | +31.0% | -35.0% | -9.0% |
| 3M | -12.2% | +30.7% | -42.9% | -16.8% |
| 6M | -2.2% | +23.9% | -26.1% | -6.6% |
| YTD | +8.9% | +48.3% | -39.4% | +0.1% |
| 1Y | +9.9% | +60.2% | -50.4% | -0.6% |
| 3Y | +32.1% | +189.2% | -157.1% | +4.2% |
| 5Y | +5.7% | +50.4% | -44.7% | -6.9% |
| 10Y | +39.0% | +104.2% | -65.2% | +9.9% |
| All | +1,652.2% | +4,652.9% | -3,000.7% | +618.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 all: compounded portfolio wealth divided by compounded HAS 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…
all analysis · Full analysis span regression · 6 months rolling