+180.7%
COR vs BBY
-1.6%
+182.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -4.8% | +0.7% | -5.5% | -4.9% |
| 30D | -3.7% | +5.8% | -9.5% | -3.9% |
| 3M | +14.3% | +18.0% | -3.7% | +13.4% |
| 6M | -8.5% | +39.8% | -48.3% | -10.0% |
| YTD | -4.4% | +35.4% | -39.8% | -5.9% |
| 1Y | +9.1% | +21.4% | -12.3% | +8.0% |
| 3Y | +85.2% | +39.5% | +45.7% | +78.0% |
| 5Y | +180.7% | -0.5% | +181.1% | +157.4% |
| All | +180.7% | -1.6% | +182.3% | +157.4% |
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 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