+1,371.2%
MU vs CVS
+65.2%
+1,306.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +6.1% |
| 7D | +9.0% | +4.0% | +5.0% | +8.5% |
| 30D | +13.8% | -2.4% | +16.2% | +14.1% |
| 3M | +2.1% | +2.7% | -0.6% | +1.8% |
| 6M | +153.8% | +21.9% | +131.9% | +147.9% |
| YTD | +256.4% | +24.7% | +231.6% | +245.5% |
| 1Y | +719.8% | +35.4% | +684.3% | +687.3% |
| All | +1,371.2% | +65.2% | +1,306.0% | +1,319.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling