+5.6%
CVS vs UUUU
-55.1%
+60.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.8% | -11.7% | -12.5% |
| 7D | -11.1% | -14.4% | +3.3% | -11.4% |
| 30D | -7.4% | -33.6% | +26.2% | -8.1% |
| 3M | -22.9% | -44.2% | +21.3% | -23.6% |
| 6M | -1.2% | -66.8% | +65.6% | -2.6% |
| YTD | +3.9% | -50.6% | +54.5% | +1.8% |
| 1Y | +5.6% | -57.8% | +63.3% | +2.9% |
| All | +5.6% | -55.1% | +60.7% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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