-1.5%
BBY vs COO
-44.2%
+42.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.2% | +4.8% | +1.5% |
| 7D | +1.2% | -9.0% | +10.1% | +5.7% |
| 30D | +6.8% | -16.8% | +23.6% | +16.6% |
| 3M | +18.7% | -7.5% | +26.2% | +22.8% |
| 6M | +37.3% | -16.3% | +53.6% | +48.5% |
| YTD | +35.3% | -22.5% | +57.9% | +51.9% |
| 1Y | +20.7% | -7.0% | +27.7% | +23.0% |
| 3Y | +39.4% | -27.5% | +66.9% | +56.2% |
| 5Y | -1.5% | -43.3% | +41.8% | +10.7% |
| All | -1.5% | -44.2% | +42.7% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling