+663.1%
CVS vs ZBH
+272.6%
+390.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | +0.4% |
| 7D | -1.6% | -5.2% | +3.6% | -0.1% |
| 30D | +0.4% | -2.4% | +2.8% | +1.0% |
| 3M | -0.4% | +8.3% | -8.7% | -3.1% |
| 6M | +25.1% | +0.7% | +24.5% | +23.7% |
| YTD | +23.9% | +5.3% | +18.5% | +20.7% |
| 1Y | +41.1% | -9.1% | +50.1% | +42.6% |
| 3Y | +63.6% | -19.7% | +83.3% | +69.3% |
| 5Y | +31.5% | -31.3% | +62.8% | +40.2% |
| 10Y | +40.5% | -18.9% | +59.4% | +36.2% |
| All | +663.1% | +272.6% | +390.5% | +378.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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