+23.7%
BBY vs CAPR
+48.7%
-25.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +3.2% |
| 7D | +9.5% | -2.0% | +11.5% | +9.5% |
| 30D | +6.8% | +139.2% | -132.4% | +7.2% |
| 3M | +28.9% | -66.4% | +95.2% | +28.6% |
| 6M | +37.8% | -63.1% | +100.9% | +37.6% |
| YTD | +38.7% | -67.4% | +106.2% | +38.5% |
| 1Y | +23.7% | +58.2% | -34.6% | +24.3% |
| All | +23.7% | +48.7% | -25.0% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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