+18.5%
BBY vs CPB
-33.8%
+52.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.3% | +4.4% | +1.0% |
| 7D | +0.7% | -5.4% | +6.1% | +1.9% |
| 30D | +5.8% | -7.8% | +13.6% | +7.6% |
| 3M | +18.0% | -6.9% | +24.9% | +19.6% |
| 6M | +39.8% | -12.2% | +52.0% | +41.2% |
| YTD | +35.4% | -21.1% | +56.5% | +37.2% |
| All | +18.5% | -33.8% | +52.4% | +22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling