+274.7%
BBY vs CPB
-38.9%
+313.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.2% | -2.5% | -0.2% |
| 7D | +4.5% | -1.6% | +6.0% | +4.8% |
| 30D | +16.8% | +19.2% | -2.4% | +11.8% |
| 3M | +23.2% | -0.9% | +24.2% | +23.0% |
| 6M | +91.9% | +15.2% | +76.7% | +84.5% |
| YTD | +61.6% | -13.1% | +74.7% | +65.5% |
| 1Y | +43.9% | -22.4% | +66.3% | +51.2% |
| 3Y | +88.6% | -35.3% | +124.0% | +103.8% |
| 5Y | -3.1% | -33.0% | +29.9% | +2.6% |
| All | +274.7% | -38.9% | +313.6% | +322.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling