+290.9%
MRVL vs CVS
+31.0%
+259.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +5.0% | +4.3% |
| 7D | +13.8% | -1.9% | +15.7% | +14.0% |
| 30D | +12.7% | -0.3% | +13.0% | +12.6% |
| 3M | -11.9% | -1.1% | -10.8% | -12.1% |
| 6M | +153.8% | +23.7% | +130.1% | +145.2% |
| YTD | +177.0% | +23.0% | +154.0% | +166.8% |
| 1Y | +252.3% | +37.2% | +215.2% | +233.2% |
| 3Y | +325.5% | +62.4% | +263.1% | +278.5% |
| 5Y | +290.9% | +31.8% | +259.1% | +319.6% |
| All | +290.9% | +31.0% | +259.8% | +319.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling