+3,419.7%
CLS vs BBY
+2,055.5%
+1,364.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.0% | +6.7% | +6.0% |
| 7D | +12.8% | +8.1% | +4.7% | +9.6% |
| 30D | +3.8% | +8.9% | -5.1% | +0.3% |
| 3M | -14.6% | +22.0% | -36.7% | -20.8% |
| 6M | +32.2% | +37.8% | -5.6% | +16.0% |
| YTD | +11.6% | +37.3% | -25.7% | -2.8% |
| 1Y | +35.1% | +21.6% | +13.5% | +22.6% |
| 3Y | +1,312.5% | +41.5% | +1,271.0% | +1,082.9% |
| 5Y | +3,542.1% | +1.2% | +3,540.8% | +3,216.2% |
| 10Y | +2,944.0% | +237.8% | +2,706.2% | +1,609.5% |
| All | +3,419.7% | +2,055.5% | +1,364.2% | +605.6% |
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