+22.2%
BBY vs CP
+20.2%
+2.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.6% | +2.9% |
| 7D | +0.6% | -2.6% | +3.2% | +1.4% |
| 30D | +9.4% | -3.7% | +13.1% | +10.5% |
| 3M | +19.3% | +0.1% | +19.2% | +19.0% |
| 6M | +47.9% | +7.8% | +40.1% | +43.7% |
| YTD | +39.6% | +21.7% | +17.9% | +25.7% |
| 1Y | +22.2% | +18.6% | +3.6% | +10.4% |
| All | +22.2% | +20.2% | +2.0% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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