+70.1%
CB vs BBY
+42.7%
+27.4%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.4% |
| 7D | -0.6% | +8.1% | -8.7% | -0.9% |
| 30D | -3.9% | +8.9% | -12.8% | -4.2% |
| 3M | +4.9% | +22.0% | -17.1% | +4.0% |
| 6M | +3.3% | +37.8% | -34.6% | +1.7% |
| YTD | +8.5% | +37.3% | -28.8% | +6.9% |
| 1Y | +22.1% | +21.6% | +0.5% | +20.9% |
| 3Y | +70.1% | +41.5% | +28.6% | +68.8% |
| All | +70.1% | +42.7% | +27.4% | +68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling