+64.8%
CVS vs OPEN
-17.5%
+82.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.5% |
| 7D | +4.0% | -4.3% | +8.2% | +4.0% |
| 30D | -2.4% | -16.2% | +13.8% | -2.1% |
| 3M | +2.7% | -36.4% | +39.0% | +3.3% |
| 6M | +21.9% | -35.5% | +57.3% | +22.5% |
| YTD | +24.7% | -46.0% | +70.7% | +25.6% |
| 1Y | +35.4% | -47.1% | +82.6% | +35.4% |
| All | +64.8% | -17.5% | +82.3% | +54.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling