+455.9%
NVDA vs CVS
+12.8%
+443.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.4% |
| 7D | -8.5% | +10.4% | -18.9% | -9.1% |
| 30D | -27.3% | +3.3% | -30.6% | -27.5% |
| 3M | -25.8% | -4.5% | -21.2% | -25.6% |
| 6M | -24.6% | -4.4% | -20.2% | -24.5% |
| YTD | -10.7% | +16.6% | -27.3% | -12.4% |
| 1Y | -14.0% | +15.3% | -29.4% | -15.6% |
| 3Y | +244.9% | +48.6% | +196.3% | +227.4% |
| All | +455.9% | +12.8% | +443.2% | +517.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling