+1,379.2%
WDC vs CVS
+63.3%
+1,315.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.2% |
| 7D | +6.0% | -1.6% | +7.6% | +6.2% |
| 30D | +9.9% | +0.4% | +9.5% | +9.8% |
| 3M | -9.4% | -0.4% | -9.0% | -9.5% |
| 6M | +94.7% | +25.1% | +69.6% | +88.9% |
| YTD | +177.4% | +23.9% | +153.5% | +168.3% |
| 1Y | +412.6% | +41.1% | +371.5% | +392.1% |
| All | +1,379.2% | +63.3% | +1,315.8% | +1,301.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling