+34.2%
CVS vs KMX
-54.8%
+89.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | -2.0% | -3.4% | +1.4% | -1.6% |
| 30D | +1.9% | +4.0% | -2.1% | +1.4% |
| 3M | -2.2% | +24.8% | -27.0% | -5.1% |
| 6M | +26.7% | +43.6% | -16.9% | +20.4% |
| YTD | +22.9% | +56.6% | -33.7% | +14.8% |
| 1Y | +32.9% | +2.2% | +30.7% | +30.8% |
| 3Y | +62.3% | -25.4% | +87.7% | +64.3% |
| 5Y | +34.2% | -55.0% | +89.3% | +41.0% |
| All | +34.2% | -54.8% | +89.1% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 5y: compounded portfolio wealth divided by compounded KMX 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…
5y analysis · Full analysis span regression · 6 months rolling