+30.8%
CVS vs RKT
-38.3%
+69.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -2.2% | -6.3% | +4.1% | -2.1% |
| 30D | -0.1% | -6.2% | +6.1% | 0.0% |
| 3M | -5.2% | -1.9% | -3.3% | -5.4% |
| 6M | +26.9% | -13.0% | +39.9% | +26.6% |
| YTD | +22.1% | -31.9% | +54.0% | +22.3% |
| 1Y | +30.8% | -37.6% | +68.4% | +30.8% |
| All | +30.8% | -38.3% | +69.1% | +30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling