+341.1%
CVS vs UUUU
-92.0%
+433.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | -1.9% | +1.8% | -3.7% | -2.0% |
| 30D | -0.3% | +1.8% | -2.1% | -0.5% |
| 3M | -1.1% | +1.3% | -2.4% | -1.5% |
| 6M | +23.7% | -26.8% | +50.5% | +24.5% |
| YTD | +23.0% | +0.1% | +22.9% | +21.4% |
| 1Y | +37.2% | +11.2% | +25.9% | +33.7% |
| 3Y | +62.4% | +97.7% | -35.2% | +51.1% |
| 5Y | +31.8% | +127.3% | -95.5% | +19.3% |
| 10Y | +41.9% | +532.6% | -490.7% | +15.7% |
| All | +341.1% | -92.0% | +433.0% | +242.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling