+40.0%
CVS vs PODD
+223.0%
-182.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.4% | -0.5% |
| 7D | -2.2% | -10.5% | +8.4% | -1.3% |
| 30D | -0.1% | -9.0% | +9.0% | +0.6% |
| 3M | -5.2% | -11.5% | +6.3% | -4.5% |
| 6M | +26.9% | -44.7% | +71.6% | +32.4% |
| YTD | +22.1% | -53.6% | +75.6% | +29.2% |
| 1Y | +30.8% | -61.0% | +91.7% | +40.3% |
| 3Y | +54.4% | -24.7% | +79.1% | +53.7% |
| 5Y | +33.4% | -55.5% | +88.8% | +37.2% |
| All | +40.0% | +223.0% | -182.9% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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