+31.7%
CVS vs TXG
+435.8%
-404.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | -0.1% |
| 7D | -2.0% | +5.0% | -7.0% | -2.0% |
| 30D | +1.9% | +13.5% | -11.6% | +1.9% |
| 3M | -2.2% | +128.0% | -130.2% | -3.3% |
| 6M | +26.7% | +224.4% | -197.7% | +23.0% |
| YTD | +22.9% | +307.0% | -284.1% | +18.7% |
| All | +31.7% | +435.8% | -404.1% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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