+504.4%
NOW vs CVS
+64.6%
+439.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.1% |
| 7D | -1.7% | +10.4% | -12.1% | -3.1% |
| 30D | -27.4% | +3.3% | -30.7% | -27.8% |
| 3M | -19.4% | -4.5% | -14.9% | -19.1% |
| 6M | +13.1% | -4.4% | +17.5% | +13.3% |
| YTD | -34.3% | +16.6% | -50.9% | -36.8% |
| 1Y | -41.8% | +15.3% | -57.1% | -43.9% |
| 3Y | -20.7% | +48.6% | -69.3% | -29.5% |
| 5Y | -27.2% | +12.9% | -40.1% | -30.1% |
| All | +504.4% | +64.6% | +439.8% | +388.4% |
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