+266.5%
CVS vs PODD
+796.9%
-530.5%
-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% | -2.6% | -0.7% |
| 7D | +6.6% | +4.1% | +2.5% | +6.1% |
| 30D | -0.4% | +13.9% | -14.3% | -2.0% |
| 3M | -5.3% | +4.1% | -9.4% | -5.9% |
| 6M | -7.7% | +2.4% | -10.2% | -8.5% |
| YTD | +16.0% | -46.4% | +62.4% | +22.4% |
| 1Y | +16.2% | -54.2% | +70.4% | +24.5% |
| 3Y | +47.6% | -6.9% | +54.4% | +44.2% |
| 5Y | +12.3% | -51.6% | +63.9% | +15.2% |
| 10Y | +62.4% | +329.3% | -266.9% | +24.6% |
| All | +266.5% | +796.9% | -530.5% | +117.3% |
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