+506.3%
NOW vs CVS
+57.7%
+448.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.4% | -7.5% | -3.7% |
| 7D | -8.7% | -2.6% | -6.1% | -8.6% |
| 30D | -29.3% | +4.0% | -33.3% | -29.8% |
| 3M | -21.8% | -6.3% | -15.5% | -21.3% |
| 6M | +9.2% | -0.4% | +9.6% | +8.7% |
| YTD | -35.0% | +15.6% | -50.6% | -37.4% |
| 1Y | -42.5% | +18.3% | -60.8% | -45.0% |
| 3Y | -21.5% | +47.3% | -68.8% | -30.1% |
| 5Y | -25.8% | +13.2% | -38.9% | -28.9% |
| 10Y | +506.3% | +57.2% | +449.2% | +390.6% |
| All | +506.3% | +57.7% | +448.7% | +390.6% |
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 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