+31.8%
CVS vs PODD
-54.3%
+86.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.5% |
| 7D | -1.9% | -6.9% | +5.0% | -1.5% |
| 30D | -0.3% | -3.5% | +3.1% | -0.1% |
| 3M | -1.1% | -13.6% | +12.5% | -0.4% |
| 6M | +23.7% | -42.6% | +66.3% | +27.9% |
| YTD | +23.0% | -51.5% | +74.5% | +28.7% |
| 1Y | +37.2% | -60.9% | +98.1% | +45.6% |
| 3Y | +62.4% | -19.8% | +82.2% | +60.4% |
| 5Y | +31.8% | -54.4% | +86.2% | +31.6% |
| All | +31.8% | -54.3% | +86.1% | +31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling