-47.0%
RBLX vs CVS
+33.7%
-80.7%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +8.1% | -2.0% | +10.1% | +8.3% |
| 30D | +23.9% | +1.9% | +22.0% | +23.7% |
| 3M | +8.1% | -2.2% | +10.3% | +8.3% |
| 6M | -23.7% | +26.7% | -50.4% | -25.1% |
| YTD | -44.6% | +22.9% | -67.5% | -45.6% |
| 1Y | -66.2% | +32.9% | -99.1% | -66.9% |
| 3Y | +54.7% | +62.3% | -7.6% | +48.4% |
| All | -47.0% | +33.7% | -80.7% | -43.5% |
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 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