+5.6%
CVS vs SPXU
-30.4%
+35.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -4.9% | -7.6% | -12.5% |
| 7D | -11.1% | +2.2% | -13.3% | -10.9% |
| 30D | -7.4% | +3.8% | -11.2% | -7.1% |
| 3M | -22.9% | +3.3% | -26.2% | -22.6% |
| 6M | -1.2% | -16.7% | +15.5% | -2.1% |
| YTD | +3.9% | -28.6% | +32.5% | +0.2% |
| 1Y | +5.6% | -30.6% | +36.1% | +1.9% |
| All | +5.6% | -30.4% | +35.9% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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