+72,563.2%
BBY vs CPB
+325.7%
+72,237.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.4% | +6.6% | +4.1% |
| 7D | +9.5% | -8.6% | +18.1% | +12.0% |
| 30D | +6.8% | -7.2% | +14.1% | +8.9% |
| 3M | +28.9% | +0.9% | +28.0% | +28.1% |
| 6M | +37.8% | -11.8% | +49.6% | +41.9% |
| YTD | +38.7% | -19.4% | +58.2% | +46.0% |
| 1Y | +23.7% | -30.4% | +54.1% | +34.9% |
| 3Y | +39.1% | -40.2% | +79.3% | +55.9% |
| 5Y | -0.4% | -39.5% | +39.1% | +10.0% |
| 10Y | +234.0% | -47.4% | +281.4% | +270.2% |
| All | +72,563.2% | +325.7% | +72,237.4% | +36,378.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling