+5.6%
CVS vs SPOT
+0.4%
+5.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +4.6% | -17.1% | -12.6% |
| 7D | -11.1% | +16.6% | -27.7% | -11.7% |
| 30D | -7.4% | +29.9% | -37.4% | -8.5% |
| 3M | -22.9% | +31.3% | -54.1% | -23.6% |
| 6M | -1.2% | +43.2% | -44.4% | -2.3% |
| YTD | +3.9% | +8.1% | -4.2% | +6.2% |
| 1Y | +5.6% | -0.3% | +5.9% | +11.8% |
| All | +5.6% | +0.4% | +5.2% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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