+108.2%
CVS vs PLTD
-77.8%
+186.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -0.4% |
| 7D | +4.0% | +5.9% | -2.0% | +4.1% |
| 30D | -2.4% | -11.6% | +9.2% | -2.6% |
| 3M | +2.7% | -29.9% | +32.6% | +2.3% |
| 6M | +21.9% | -28.5% | +50.4% | +21.8% |
| YTD | +24.7% | -20.4% | +45.1% | +25.7% |
| 1Y | +35.4% | -33.3% | +68.7% | +35.2% |
| All | +108.2% | -77.8% | +186.0% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 all: compounded portfolio wealth divided by compounded PLTD 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…
all analysis · Full analysis span regression · 6 months rolling