+2,771.1%
NOW vs CVS
+201.5%
+2,569.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.9% |
| 7D | -2.4% | +4.0% | -6.3% | -3.1% |
| 30D | +20.5% | -2.4% | +22.9% | +21.0% |
| 3M | +18.3% | +2.7% | +15.7% | +17.4% |
| 6M | +24.1% | +21.9% | +2.2% | +17.9% |
| YTD | -7.8% | +24.7% | -32.5% | -13.3% |
| 1Y | -21.4% | +35.4% | -56.8% | -27.8% |
| 3Y | +19.5% | +65.2% | -45.7% | +0.6% |
| 5Y | +4.1% | +30.5% | -26.5% | -6.2% |
| 10Y | +826.4% | +40.4% | +786.0% | +675.8% |
| All | +2,771.1% | +201.5% | +2,569.6% | +1,712.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling