-0.5%
BBY vs RRC
+150.0%
-150.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.3% | 0.0% |
| 7D | +0.7% | -1.2% | +1.8% | +0.9% |
| 30D | +5.8% | +3.0% | +2.8% | +5.3% |
| 3M | +18.0% | +7.3% | +10.7% | +16.5% |
| 6M | +39.8% | +3.6% | +36.3% | +38.3% |
| YTD | +35.4% | +19.4% | +16.0% | +30.1% |
| 1Y | +21.4% | +21.4% | 0.0% | +16.0% |
| 3Y | +39.5% | +32.8% | +6.8% | +29.6% |
| 5Y | -0.5% | +152.0% | -152.5% | -18.7% |
| All | -0.5% | +150.0% | -150.4% | -18.7% |
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