+779.4%
CVS vs WCN
+6,767.3%
-5,987.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | -1.6% | -0.4% | -1.1% | -1.5% |
| 30D | +0.4% | -2.1% | +2.5% | +0.8% |
| 3M | -0.4% | +6.4% | -6.8% | -1.8% |
| 6M | +25.1% | -3.7% | +28.8% | +25.8% |
| YTD | +23.9% | -6.4% | +30.2% | +25.1% |
| 1Y | +41.1% | -7.9% | +49.0% | +42.7% |
| 3Y | +63.6% | +20.8% | +42.8% | +56.0% |
| 5Y | +31.5% | +29.0% | +2.5% | +23.3% |
| 10Y | +40.5% | +236.4% | -195.9% | +10.7% |
| All | +779.4% | +6,767.3% | -5,987.9% | +414.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WCN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling