+755.6%
GOOGL vs CVS
+41.0%
+714.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.4% | +1.9% |
| 7D | 0.0% | -2.2% | +2.2% | +0.4% |
| 30D | -1.4% | -0.1% | -1.3% | -1.4% |
| 3M | -5.3% | -5.2% | -0.1% | -4.5% |
| 6M | +9.8% | +26.9% | -17.1% | +4.6% |
| YTD | +8.4% | +22.1% | -13.7% | +3.5% |
| 1Y | +41.2% | +30.8% | +10.4% | +32.7% |
| 3Y | +149.6% | +54.4% | +95.2% | +120.7% |
| 5Y | +142.6% | +33.4% | +109.2% | +122.0% |
| All | +755.6% | +41.0% | +714.5% | +623.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded CVS 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling