+127.6%
NOK vs CVS
+42.0%
+85.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | +8.7% | -2.0% | +10.7% | +9.2% |
| 30D | +12.5% | +1.9% | +10.6% | +11.9% |
| 3M | -20.7% | -2.2% | -18.6% | -20.5% |
| 6M | +36.2% | +26.7% | +9.4% | +28.0% |
| YTD | +64.1% | +22.9% | +41.3% | +54.8% |
| 1Y | +132.4% | +32.9% | +99.5% | +114.9% |
| 3Y | +182.9% | +62.3% | +120.6% | +140.3% |
| 5Y | +102.8% | +34.2% | +68.6% | +81.2% |
| All | +127.6% | +42.0% | +85.7% | +92.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling