+790.0%
NOW vs CVS
+39.8%
+750.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.3% | -4.9% |
| 7D | -6.1% | -1.6% | -4.5% | -5.9% |
| 30D | +7.5% | +0.4% | +7.1% | +7.4% |
| 3M | +17.5% | -0.4% | +18.0% | +17.4% |
| 6M | +7.9% | +25.1% | -17.2% | +3.4% |
| YTD | -12.4% | +23.9% | -36.3% | -16.2% |
| 1Y | -28.6% | +41.1% | -69.6% | -33.6% |
| 3Y | +11.8% | +63.6% | -51.8% | -2.0% |
| 5Y | +2.6% | +31.5% | -28.9% | -4.7% |
| 10Y | +790.0% | +40.5% | +749.5% | +695.0% |
| All | +790.0% | +39.8% | +750.2% | +695.0% |
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