+34.5%
BBY vs CRS
-3.8%
+38.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.6% | +9.5% | +7.9% |
| 7D | +4.5% | +4.3% | +0.2% | +4.7% |
| 30D | +16.0% | -25.5% | +41.5% | +15.4% |
| 3M | +18.6% | -48.7% | +67.3% | +19.8% |
| 6M | +80.1% | -31.6% | +111.7% | +77.3% |
| YTD | +57.4% | -7.0% | +64.5% | +47.0% |
| 1Y | +34.5% | -4.5% | +39.0% | +24.3% |
| All | +34.5% | -3.8% | +38.3% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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