+223.5%
CB vs BBY
+236.2%
-12.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | +0.5% |
| 7D | -0.5% | +1.2% | -1.7% | -0.7% |
| 30D | -3.1% | +6.8% | -9.9% | -4.3% |
| 3M | +4.2% | +18.7% | -14.6% | +0.8% |
| 6M | +4.7% | +37.3% | -32.6% | -1.8% |
| YTD | +8.8% | +35.3% | -26.5% | +2.1% |
| 1Y | +22.6% | +20.7% | +2.0% | +17.1% |
| 3Y | +70.6% | +39.4% | +31.2% | +53.1% |
| 5Y | +99.4% | -1.5% | +100.9% | +88.1% |
| 10Y | +223.5% | +239.8% | -16.4% | +140.2% |
| All | +223.5% | +236.2% | -12.7% | +140.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling