+724.9%
DELL vs CTVA
+74.2%
+650.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.7% | +12.7% | +12.1% |
| 7D | +8.2% | -4.5% | +12.7% | +9.4% |
| 30D | +17.1% | +11.3% | +5.8% | +13.9% |
| 3M | +45.2% | +12.3% | +32.8% | +39.0% |
| 6M | +286.8% | +7.2% | +279.6% | +274.0% |
| YTD | +354.8% | +26.0% | +328.8% | +319.3% |
| 1Y | +358.3% | +16.0% | +342.2% | +332.6% |
| 3Y | +724.9% | +73.9% | +651.0% | +584.5% |
| All | +724.9% | +74.2% | +650.7% | +584.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 3y: compounded portfolio wealth divided by compounded CTVA 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…
3y analysis · Full analysis span regression · 6 months rolling