+246.5%
BBY vs CPB
-45.3%
+291.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +3.0% |
| 7D | +0.6% | -1.8% | +2.4% | +1.0% |
| 30D | +9.4% | -7.1% | +16.5% | +11.2% |
| 3M | +19.3% | -6.0% | +25.4% | +20.8% |
| 6M | +47.9% | -5.3% | +53.2% | +49.1% |
| YTD | +39.6% | -20.8% | +60.4% | +46.4% |
| 1Y | +22.2% | -33.8% | +56.0% | +33.4% |
| 3Y | +45.0% | -43.7% | +88.7% | +62.2% |
| 5Y | +2.6% | -40.7% | +43.3% | +12.0% |
| All | +246.5% | -45.3% | +291.8% | +290.2% |
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