-76.8%
PATH vs CVS
+1.5%
-78.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.7% | -5.4% | -3.9% |
| 7D | -5.6% | -10.0% | +4.4% | -4.6% |
| 30D | -0.7% | -5.2% | +4.5% | -0.3% |
| 3M | -5.9% | -17.4% | +11.5% | -3.9% |
| 6M | +21.6% | +2.1% | +19.4% | +20.0% |
| YTD | -20.6% | +5.6% | -26.3% | -22.5% |
| 1Y | -10.6% | +6.7% | -17.3% | -12.9% |
| 3Y | -24.9% | +29.6% | -54.5% | -30.1% |
| 5Y | -76.8% | +2.5% | -79.3% | -76.6% |
| All | -76.8% | +1.5% | -78.4% | -76.6% |
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