+565.8%
PLTR vs CVS
+31.3%
+534.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -5.3% | -1.6% | -3.8% | -5.1% |
| 30D | -1.0% | +0.4% | -1.4% | -1.1% |
| 3M | +24.8% | -0.4% | +25.2% | +24.5% |
| 6M | +8.4% | +25.1% | -16.8% | +3.5% |
| YTD | -4.2% | +23.9% | -28.1% | -8.6% |
| 1Y | +9.1% | +41.1% | -32.0% | +1.2% |
| 3Y | +1,025.6% | +63.6% | +962.0% | +895.0% |
| 5Y | +565.8% | +31.5% | +534.2% | +516.0% |
| All | +565.8% | +31.3% | +534.4% | +516.0% |
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