+40.0%
CVS vs SYY
+116.5%
-76.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.0% |
| 7D | -2.2% | +3.9% | -6.1% | -3.2% |
| 30D | -0.1% | -1.7% | +1.7% | +0.4% |
| 3M | -5.2% | +5.2% | -10.4% | -6.6% |
| 6M | +26.9% | -0.2% | +27.1% | +26.1% |
| YTD | +22.1% | +15.4% | +6.7% | +15.6% |
| 1Y | +30.8% | +5.6% | +25.2% | +27.1% |
| 3Y | +54.4% | +28.9% | +25.5% | +40.5% |
| 5Y | +33.4% | +24.1% | +9.3% | +21.5% |
| All | +40.0% | +116.5% | -76.5% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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