+47.3%
CVS vs SPOT
+257.6%
-210.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +4.4% |
| 7D | -2.6% | +1.0% | -3.6% | -2.7% |
| 30D | +4.0% | +14.6% | -10.5% | +3.3% |
| 3M | -6.3% | +18.4% | -24.7% | -7.1% |
| 6M | -0.4% | +45.1% | -45.5% | -2.0% |
| YTD | +15.6% | +4.4% | +11.2% | +15.0% |
| 1Y | +18.3% | -2.7% | +21.0% | +18.1% |
| 3Y | +47.3% | +254.6% | -207.3% | +63.6% |
| All | +47.3% | +257.6% | -210.3% | +63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling