+40.2%
BBY vs CP
+33.3%
+6.9%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.5% | -2.0% |
| 7D | +4.0% | +0.9% | +3.1% | +3.7% |
| 30D | +17.6% | +10.3% | +7.2% | +13.8% |
| 3M | +25.9% | +2.3% | +23.6% | +24.3% |
| 6M | +85.1% | +10.7% | +74.4% | +77.9% |
| YTD | +60.6% | +29.3% | +31.3% | +41.4% |
| 1Y | +40.2% | +31.5% | +8.7% | +21.4% |
| All | +40.2% | +33.3% | +6.9% | +21.4% |
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