+31.8%
CVS vs OPEN
-84.0%
+115.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.7% |
| 7D | -1.9% | -2.9% | +1.0% | -1.9% |
| 30D | -0.3% | -13.8% | +13.5% | -0.1% |
| 3M | -1.1% | -30.9% | +29.8% | -0.6% |
| 6M | +23.7% | -40.9% | +64.7% | +24.6% |
| YTD | +23.0% | -48.5% | +71.5% | +24.0% |
| 1Y | +37.2% | -50.9% | +88.1% | +37.3% |
| 3Y | +62.4% | -20.6% | +83.1% | +56.7% |
| 5Y | +31.8% | -84.2% | +116.0% | +23.5% |
| All | +31.8% | -84.0% | +115.8% | +23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling