+354.1%
BB vs COO
+3,553.7%
-3,199.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.8% | +6.2% | +5.0% |
| 7D | +3.8% | +4.7% | -0.9% | +2.3% |
| 30D | -0.3% | +13.9% | -14.2% | -4.6% |
| 3M | -0.5% | -14.9% | +14.5% | +3.9% |
| 6M | +45.9% | +2.0% | +43.9% | +41.8% |
| YTD | +130.6% | -23.9% | +154.5% | +146.4% |
| 1Y | +89.2% | -9.6% | +98.8% | +90.3% |
| 3Y | +137.5% | -25.4% | +162.9% | +150.2% |
| 5Y | -20.9% | -41.2% | +20.3% | -9.8% |
| 10Y | +25.4% | +42.1% | -16.7% | +8.8% |
| All | +354.1% | +3,553.7% | -3,199.5% | +88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 all: compounded portfolio wealth divided by compounded COO 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…
all analysis · Full analysis span regression · 6 months rolling