-40.1%
WDC vs CVS
-5.2%
-34.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -5.0% |
| 7D | +12.1% | +6.6% | +5.5% | +12.3% |
| 30D | -18.8% | -0.4% | -18.4% | -18.1% |
| 3M | -39.3% | -5.3% | -34.0% | -39.2% |
| 6M | -40.1% | -7.7% | -32.4% | -38.6% |
| All | -40.1% | -5.2% | -34.9% | -38.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling