+3,616.8%
CLS vs BBY
-1.6%
+3,618.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +5.0% | +0.7% | +4.3% | +4.7% |
| 30D | +4.8% | +5.8% | -1.0% | +2.4% |
| 3M | -10.4% | +18.0% | -28.4% | -15.5% |
| 6M | +20.8% | +39.8% | -19.0% | +6.1% |
| YTD | +10.0% | +35.4% | -25.4% | -3.2% |
| 1Y | +28.5% | +21.4% | +7.1% | +18.0% |
| 3Y | +1,292.2% | +39.5% | +1,252.7% | +1,057.5% |
| 5Y | +3,616.8% | -0.5% | +3,617.3% | +3,103.3% |
| All | +3,616.8% | -1.6% | +3,618.4% | +3,103.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling