+48.3%
CVS vs RKT
+75.2%
-26.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.1% | +5.4% | +0.4% |
| 7D | +10.4% | -7.5% | +17.9% | +10.5% |
| 30D | +3.3% | +26.6% | -23.3% | +2.4% |
| 3M | -4.5% | -2.4% | -2.1% | -4.7% |
| 6M | -4.4% | -7.4% | +3.0% | -4.5% |
| YTD | +16.6% | -29.2% | +45.8% | +17.2% |
| 1Y | +15.3% | -23.5% | +38.8% | +15.4% |
| All | +48.3% | +75.2% | -26.9% | +40.7% |
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