+89.1%
CVS vs SPOT
+267.2%
-178.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | +12.0% | -3.0% | +14.9% | +12.1% |
| 30D | +2.8% | +15.2% | -12.4% | +1.9% |
| 3M | -3.6% | +21.6% | -25.2% | -4.7% |
| 6M | -1.6% | +45.2% | -46.8% | -3.9% |
| YTD | +16.3% | +4.9% | +11.4% | +15.3% |
| 1Y | +15.5% | -4.8% | +20.3% | +15.2% |
| 3Y | +48.1% | +256.3% | -208.1% | +36.7% |
| 5Y | +12.3% | +120.2% | -107.9% | +5.0% |
| All | +89.1% | +267.2% | -178.0% | +53.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling