+1,025.6%
PLTR vs CVS
+64.7%
+960.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.3% |
| 7D | -5.3% | -1.6% | -3.8% | -5.2% |
| 30D | -1.0% | +0.4% | -1.4% | -1.0% |
| 3M | +24.8% | -0.4% | +25.2% | +24.6% |
| 6M | +8.4% | +25.1% | -16.8% | +4.7% |
| YTD | -4.2% | +23.9% | -28.1% | -7.5% |
| 1Y | +9.1% | +41.1% | -32.0% | +2.8% |
| 3Y | +1,025.6% | +63.6% | +962.0% | +927.7% |
| All | +1,025.6% | +64.7% | +960.9% | +927.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling