+33.1%
CVS vs MELI
+2.6%
+30.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.2% |
| 7D | -2.0% | -4.3% | +2.3% | -1.7% |
| 30D | +1.9% | -1.7% | +3.7% | +2.0% |
| 3M | -2.2% | +20.0% | -22.2% | -3.2% |
| 6M | +26.7% | +9.4% | +17.3% | +25.7% |
| YTD | +22.9% | -5.4% | +28.2% | +22.7% |
| 1Y | +32.9% | -18.8% | +51.8% | +33.9% |
| 3Y | +62.3% | +33.5% | +28.8% | +56.4% |
| All | +33.1% | +2.6% | +30.5% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 MELI 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