+1,706.1%
PLTR vs CVS
+90.4%
+1,615.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | +10.7% | +10.4% | +0.3% | +9.7% |
| 30D | -17.8% | +3.3% | -21.1% | -18.1% |
| 3M | +0.3% | -4.5% | +4.8% | +0.6% |
| 6M | +26.2% | -4.4% | +30.5% | +26.1% |
| YTD | -3.5% | +16.6% | -20.1% | -6.4% |
| 1Y | -6.8% | +15.3% | -22.1% | -9.6% |
| 3Y | +772.3% | +48.6% | +723.7% | +706.4% |
| 5Y | +651.6% | +12.9% | +638.7% | +620.7% |
| All | +1,706.1% | +90.4% | +1,615.7% | +1,496.8% |
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