+242.8%
NVDA vs CVS
+48.8%
+194.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.3% |
| 7D | -8.5% | +10.4% | -18.9% | -8.2% |
| 30D | -27.3% | +3.3% | -30.6% | -27.1% |
| 3M | -25.8% | -4.5% | -21.2% | -25.7% |
| 6M | -24.6% | -4.4% | -20.2% | -24.5% |
| YTD | -10.7% | +16.6% | -27.3% | -10.1% |
| 1Y | -14.0% | +15.3% | -29.4% | -13.6% |
| All | +242.8% | +48.8% | +194.0% | +258.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling