+7,895.4%
CI vs BBY
+88,077.5%
-80,182.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.2% |
| 7D | +1.2% | +4.5% | -3.3% | +0.5% |
| 30D | +2.6% | +16.8% | -14.2% | +0.4% |
| 3M | +7.4% | +23.2% | -15.8% | +4.3% |
| 6M | -0.1% | +91.9% | -92.0% | -9.1% |
| YTD | +9.7% | +61.6% | -51.9% | +2.0% |
| 1Y | +12.1% | +43.9% | -31.8% | +5.8% |
| 3Y | +7.0% | +88.6% | -81.6% | -4.6% |
| 5Y | +49.7% | -3.1% | +52.8% | +43.8% |
| 10Y | +147.2% | +290.2% | -142.9% | +93.6% |
| All | +7,895.4% | +88,077.5% | -80,182.2% | +3,685.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling