+41.9%
CVS vs PWR
+2,367.8%
-2,325.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.4% |
| 7D | -1.9% | +2.7% | -4.6% | -2.4% |
| 30D | -0.3% | -5.1% | +4.8% | +0.5% |
| 3M | -1.1% | -9.4% | +8.3% | -0.1% |
| 6M | +23.7% | +10.4% | +13.3% | +19.9% |
| YTD | +23.0% | +48.6% | -25.6% | +12.2% |
| 1Y | +37.2% | +68.0% | -30.9% | +21.6% |
| 3Y | +62.4% | +204.7% | -142.3% | +21.6% |
| 5Y | +31.8% | +451.9% | -420.1% | -18.1% |
| 10Y | +41.9% | +2,425.3% | -2,383.4% | -47.4% |
| All | +41.9% | +2,367.8% | -2,325.9% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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