+64.6%
CVS vs PDD
+213.3%
-148.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.1% |
| 7D | -7.1% | +5.6% | -12.7% | -7.2% |
| 30D | -4.0% | +5.8% | -9.7% | -4.0% |
| 3M | -12.2% | -8.6% | -3.6% | -12.1% |
| 6M | -2.2% | -18.8% | +16.7% | -1.9% |
| YTD | +8.9% | -26.8% | +35.7% | +9.3% |
| 1Y | +9.9% | -39.3% | +49.2% | +10.5% |
| 3Y | +32.1% | -22.5% | +54.6% | +32.0% |
| 5Y | +5.7% | -0.8% | +6.4% | +4.9% |
| All | +64.6% | +213.3% | -148.7% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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