+71.0%
CVS vs OPEN
-87.3%
+158.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.6% | +0.5% |
| 7D | +12.0% | -31.1% | +43.0% | +12.4% |
| 30D | +2.8% | -34.7% | +37.4% | +3.2% |
| 3M | -3.6% | -61.9% | +58.3% | -2.4% |
| 6M | -1.6% | -71.9% | +70.2% | -0.1% |
| YTD | +16.3% | -76.6% | +92.9% | +18.2% |
| 1Y | +15.5% | -83.9% | +99.4% | +18.0% |
| 3Y | +48.1% | -34.4% | +82.5% | +44.4% |
| 5Y | +12.3% | -93.9% | +106.3% | +7.8% |
| All | +71.0% | -87.3% | +158.3% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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