+283.9%
RTX vs CVS
+40.0%
+243.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | -1.6% | -1.9% | +0.3% | -1.1% |
| 30D | -11.6% | -0.3% | -11.3% | -11.6% |
| 3M | +9.2% | -1.1% | +10.3% | +9.1% |
| 6M | -4.4% | +23.7% | -28.1% | -11.1% |
| YTD | +8.9% | +23.0% | -14.1% | +0.7% |
| 1Y | +32.1% | +37.2% | -5.0% | +17.6% |
| 3Y | +151.2% | +62.4% | +88.8% | +102.1% |
| 5Y | +162.9% | +31.8% | +131.1% | +126.2% |
| 10Y | +283.9% | +41.9% | +242.0% | +185.8% |
| All | +283.9% | +40.0% | +243.9% | +185.8% |
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