+18.8%
CLF vs BBY
+27.1%
-8.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.2% | -1.4% | +0.8% |
| 7D | +7.6% | +9.5% | -1.9% | +4.7% |
| 30D | -1.2% | +6.8% | -8.0% | -3.4% |
| 3M | -13.4% | +28.9% | -42.2% | -21.5% |
| 6M | +15.4% | +37.8% | -22.4% | +1.1% |
| YTD | -5.9% | +38.7% | -44.6% | -16.5% |
| 1Y | +18.8% | +23.7% | -4.9% | +14.4% |
| All | +18.8% | +27.1% | -8.3% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling