+504.6%
NOW vs CVS
+56.7%
+447.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.5% |
| 7D | -3.1% | -3.7% | +0.6% | -2.7% |
| 30D | -27.0% | -0.3% | -26.7% | -27.1% |
| 3M | -17.7% | -10.3% | -7.4% | -16.6% |
| 6M | +12.7% | -4.6% | +17.3% | +12.8% |
| YTD | -32.9% | +10.7% | -43.6% | -35.0% |
| 1Y | -40.4% | +11.2% | -51.6% | -42.4% |
| 3Y | -17.1% | +43.0% | -60.1% | -25.9% |
| 5Y | -25.7% | +8.6% | -34.3% | -28.4% |
| 10Y | +504.6% | +52.0% | +452.7% | +394.7% |
| All | +504.6% | +56.7% | +447.9% | +394.7% |
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