+70.3%
CVS vs RKT
-9.3%
+79.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +6.6% | -9.0% | +15.5% | +6.8% |
| 30D | -0.4% | +30.2% | -30.6% | -1.3% |
| 3M | -5.3% | -8.8% | +3.6% | -5.2% |
| 6M | -7.7% | -0.9% | -6.8% | -8.0% |
| YTD | +16.0% | -29.2% | +45.2% | +16.6% |
| 1Y | +16.2% | -20.1% | +36.3% | +16.3% |
| 3Y | +47.6% | +81.3% | -33.8% | +42.5% |
| 5Y | +12.3% | -6.6% | +18.9% | +8.1% |
| All | +70.3% | -9.3% | +79.7% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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