+293.9%
CVS vs PODD
+767.5%
-473.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.3% |
| 7D | +4.0% | +1.6% | +2.3% | +3.8% |
| 30D | -2.4% | +10.7% | -13.1% | -3.5% |
| 3M | +2.7% | +0.7% | +1.9% | +2.2% |
| 6M | +21.9% | -39.3% | +61.2% | +27.3% |
| YTD | +24.7% | -48.1% | +72.9% | +32.4% |
| 1Y | +35.4% | -57.4% | +92.9% | +46.5% |
| 3Y | +65.2% | -23.3% | +88.4% | +64.6% |
| 5Y | +30.5% | -51.3% | +81.8% | +34.0% |
| 10Y | +40.4% | +242.0% | -201.7% | +10.5% |
| All | +293.9% | +767.5% | -473.6% | +135.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling