+54.4%
CVS vs TEL
+71.6%
-17.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.6% | -4.2% | -1.0% |
| 7D | -2.2% | +1.6% | -3.7% | -2.3% |
| 30D | -0.1% | -0.7% | +0.6% | 0.0% |
| 3M | -5.2% | +2.4% | -7.6% | -5.6% |
| 6M | +26.9% | +4.1% | +22.8% | +25.8% |
| YTD | +22.1% | -5.8% | +27.9% | +21.8% |
| 1Y | +30.8% | +0.9% | +29.9% | +28.5% |
| 3Y | +54.4% | +72.6% | -18.2% | +33.1% |
| All | +54.4% | +71.6% | -17.2% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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