-81.4%
PATH vs CVS
+40.6%
-122.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.6% | -1.6% |
| 7D | -2.3% | -2.6% | +0.3% | -2.1% |
| 30D | -4.8% | +4.0% | -8.9% | -5.5% |
| 3M | -17.7% | -6.3% | -11.4% | -17.2% |
| 6M | +18.9% | -0.4% | +19.3% | +18.3% |
| YTD | -21.7% | +15.6% | -37.3% | -24.2% |
| 1Y | -9.6% | +18.3% | -28.0% | -13.0% |
| 3Y | -25.8% | +47.3% | -73.1% | -32.4% |
| 5Y | -77.1% | +13.2% | -90.3% | -77.2% |
| All | -81.4% | +40.6% | -122.0% | -81.7% |
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