+874.6%
NVDA vs CVS
+31.1%
+843.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | -4.4% | -2.0% | -2.5% | -4.3% |
| 30D | +0.4% | +1.9% | -1.5% | +0.2% |
| 3M | +9.0% | -2.2% | +11.1% | +9.0% |
| 6M | +18.3% | +26.7% | -8.4% | +15.7% |
| YTD | +17.2% | +22.9% | -5.7% | +14.7% |
| 1Y | +23.3% | +32.9% | -9.6% | +19.6% |
| 3Y | +380.0% | +62.3% | +317.8% | +348.2% |
| 5Y | +874.6% | +34.2% | +840.4% | +936.5% |
| All | +874.6% | +31.1% | +843.5% | +936.5% |
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