+61.2%
CVS vs KMB
+36.1%
+25.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.8% |
| 7D | +10.4% | -3.0% | +13.4% | +11.4% |
| 30D | +3.3% | +9.1% | -5.8% | 0.0% |
| 3M | -4.5% | -0.4% | -4.1% | -4.9% |
| 6M | -4.4% | +13.0% | -17.3% | -9.0% |
| YTD | +16.6% | +10.3% | +6.3% | +11.4% |
| 1Y | +15.3% | +8.2% | +7.1% | +10.9% |
| 3Y | +48.6% | +0.4% | +48.2% | +43.1% |
| 5Y | +12.9% | -2.7% | +15.6% | +8.9% |
| All | +61.2% | +36.1% | +25.1% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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