-0.5%
BBY vs CRL
-38.6%
+38.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.6% |
| 7D | +0.7% | -6.9% | +7.6% | +2.8% |
| 30D | +5.8% | -3.2% | +9.0% | +6.7% |
| 3M | +18.0% | +46.5% | -28.5% | +4.5% |
| 6M | +39.8% | +63.1% | -23.3% | +19.0% |
| YTD | +35.4% | +36.9% | -1.5% | +20.8% |
| 1Y | +21.4% | +78.1% | -56.7% | -0.7% |
| 3Y | +39.5% | +36.7% | +2.9% | +16.7% |
| 5Y | -0.5% | -38.1% | +37.6% | -10.9% |
| All | -0.5% | -38.6% | +38.1% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 5y: compounded portfolio wealth divided by compounded CRL 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…
5y analysis · Full analysis span regression · 6 months rolling