+1,684.5%
PLTR vs CVS
+100.8%
+1,583.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.3% | -0.4% |
| 7D | 0.0% | -1.9% | +1.9% | +0.2% |
| 30D | -3.3% | -0.3% | -2.9% | -3.3% |
| 3M | +28.4% | -1.1% | +29.5% | +28.2% |
| 6M | +8.4% | +23.7% | -15.3% | +4.8% |
| YTD | -4.6% | +23.0% | -27.6% | -7.9% |
| 1Y | +4.4% | +37.2% | -32.7% | -1.0% |
| 3Y | +1,020.5% | +62.4% | +958.0% | +927.4% |
| 5Y | +548.8% | +31.8% | +517.0% | +529.6% |
| All | +1,684.5% | +100.8% | +1,583.7% | +1,471.5% |
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 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