+30.8%
CVS vs QID
-34.8%
+65.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.7% |
| 7D | -2.2% | +1.3% | -3.4% | -2.1% |
| 30D | -0.1% | +2.9% | -3.0% | 0.0% |
| 3M | -5.2% | -0.7% | -4.5% | -5.3% |
| 6M | +26.9% | -29.7% | +56.6% | +24.3% |
| YTD | +22.1% | -27.9% | +49.9% | +19.2% |
| 1Y | +30.8% | -34.6% | +65.4% | +29.6% |
| All | +30.8% | -34.8% | +65.6% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 1y: compounded portfolio wealth divided by compounded QID 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…
1y analysis · Full analysis span regression · 6 months rolling