+56.7%
CVS vs RKT
+41.4%
+15.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | -1.6% | +6.0% | -7.6% | -1.7% |
| 30D | +0.4% | +0.7% | -0.3% | +0.3% |
| 3M | -0.4% | +11.8% | -12.2% | -1.1% |
| 6M | +25.1% | -7.6% | +32.8% | +25.0% |
| YTD | +23.9% | -28.7% | +52.6% | +24.8% |
| 1Y | +41.1% | -32.6% | +73.6% | +42.1% |
| All | +56.7% | +41.4% | +15.3% | +45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling