-0.7%
BBY vs RRC
+134.0%
-134.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | +4.5% | +6.4% | -1.9% | +3.4% |
| 30D | +16.8% | +23.9% | -7.1% | +12.2% |
| 3M | +23.2% | +30.2% | -7.0% | +17.2% |
| 6M | +91.9% | +26.3% | +65.7% | +83.1% |
| YTD | +61.6% | +48.1% | +13.6% | +48.8% |
| 1Y | +43.9% | +37.7% | +6.2% | +34.1% |
| 3Y | +88.6% | +60.3% | +28.4% | +68.5% |
| All | -0.7% | +134.0% | -134.7% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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