+142.3%
CI vs BBY
+242.2%
-99.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | -1.3% | +0.7% | -2.0% | -1.5% |
| 30D | +3.1% | +5.8% | -2.6% | +1.9% |
| 3M | -4.5% | +18.0% | -22.5% | -8.0% |
| 6M | +8.3% | +39.8% | -31.6% | +0.1% |
| YTD | +3.8% | +35.4% | -31.6% | -3.6% |
| 1Y | -5.0% | +21.4% | -26.4% | -9.9% |
| 3Y | +5.8% | +39.5% | -33.8% | -6.4% |
| 5Y | +50.6% | -0.5% | +51.1% | +40.8% |
| All | +142.3% | +242.2% | -99.9% | +71.8% |
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 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