+87.2%
CVS vs PDD
+200.9%
-113.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | -0.7% |
| 7D | -1.6% | -4.1% | +2.5% | -1.5% |
| 30D | +0.4% | -13.1% | +13.5% | +0.5% |
| 3M | -0.4% | -3.5% | +3.0% | -0.4% |
| 6M | +25.1% | -21.8% | +46.9% | +25.5% |
| YTD | +23.9% | -29.7% | +53.6% | +24.4% |
| 1Y | +41.1% | -36.2% | +77.3% | +41.8% |
| 3Y | +63.6% | -16.4% | +80.0% | +63.3% |
| 5Y | +31.5% | -23.8% | +55.4% | +31.2% |
| All | +87.2% | +200.9% | -113.7% | +74.0% |
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