+417.4%
WDC vs CVS
+35.9%
+381.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.5% | +6.3% | +6.0% |
| 7D | +1.7% | +4.0% | -2.2% | +0.9% |
| 30D | -10.0% | -2.4% | -7.6% | -9.5% |
| 3M | -18.8% | +2.7% | -21.4% | -19.6% |
| 6M | +79.0% | +21.9% | +57.2% | +66.7% |
| YTD | +171.6% | +24.7% | +146.8% | +144.0% |
| 1Y | +417.4% | +35.4% | +381.9% | +362.7% |
| All | +417.4% | +35.9% | +381.4% | +362.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling