+40.6%
BBY vs CPB
-40.6%
+81.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.0% | -1.6% |
| 7D | +1.2% | -8.0% | +9.2% | +3.0% |
| 30D | +6.8% | -2.4% | +9.2% | +7.2% |
| 3M | +18.7% | +0.5% | +18.2% | +18.3% |
| 6M | +37.3% | -10.5% | +47.8% | +39.5% |
| YTD | +35.3% | -17.5% | +52.8% | +39.3% |
| 1Y | +20.7% | -31.0% | +51.7% | +28.5% |
| All | +40.6% | -40.6% | +81.2% | +53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling