+70,760.1%
BBY vs CLX
+2,294.7%
+68,465.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -0.8% |
| 7D | +1.2% | -4.9% | +6.1% | +2.8% |
| 30D | +6.8% | -15.8% | +22.6% | +12.6% |
| 3M | +18.7% | -7.9% | +26.7% | +21.5% |
| 6M | +37.3% | -19.0% | +56.3% | +45.3% |
| YTD | +35.3% | -7.9% | +43.2% | +37.0% |
| 1Y | +20.7% | -25.4% | +46.0% | +30.4% |
| 3Y | +39.4% | -35.0% | +74.5% | +55.7% |
| 5Y | -1.5% | -36.8% | +35.3% | +9.2% |
| 10Y | +239.8% | -1.4% | +241.2% | +216.5% |
| All | +70,760.1% | +2,294.7% | +68,465.4% | +19,940.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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