+98.4%
WDC vs CVS
+16.8%
+81.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | +16.3% | +10.4% | +5.9% | +14.0% |
| 30D | -18.3% | +3.3% | -21.5% | -18.6% |
| 3M | -31.4% | -4.5% | -26.9% | -30.7% |
| 6M | -36.3% | -4.4% | -31.9% | -35.9% |
| YTD | +80.8% | +16.6% | +64.2% | +57.7% |
| All | +98.4% | +16.8% | +81.6% | +72.8% |
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 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