+8,015.2%
CI vs BBY
+89,001.1%
-80,985.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.7% |
| 7D | -1.3% | +3.7% | -5.0% | -1.8% |
| 30D | +6.4% | +20.9% | -14.5% | +3.6% |
| 3M | +10.7% | +27.6% | -16.9% | +6.9% |
| 6M | +5.5% | +86.9% | -81.4% | -3.6% |
| YTD | +11.4% | +63.3% | -51.9% | +3.4% |
| 1Y | +15.0% | +42.6% | -27.6% | +8.7% |
| 3Y | +9.0% | +89.8% | -80.8% | -2.9% |
| 5Y | +52.0% | -0.1% | +52.0% | +45.4% |
| 10Y | +150.9% | +294.3% | -143.3% | +96.2% |
| All | +8,015.2% | +89,001.1% | -80,985.9% | +3,736.8% |
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 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