+16.2%
CVS vs SPOT
-5.9%
+22.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.8% | -0.5% |
| 7D | +6.6% | +1.6% | +5.0% | +6.5% |
| 30D | -0.4% | +16.9% | -17.4% | -1.1% |
| 3M | -5.3% | +23.0% | -28.2% | -6.0% |
| 6M | -7.7% | +42.2% | -49.9% | -8.6% |
| YTD | +16.0% | +5.5% | +10.5% | +18.2% |
| 1Y | +16.2% | -5.1% | +21.3% | +24.0% |
| All | +16.2% | -5.9% | +22.1% | +24.0% |
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