+7.1%
CRM vs BBY
+27.1%
-19.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.2% | -5.1% | -2.3% |
| 7D | +1.3% | +9.5% | -8.2% | +0.2% |
| 30D | +34.3% | +6.8% | +27.5% | +32.8% |
| 3M | +37.7% | +28.9% | +8.8% | +32.4% |
| 6M | +34.9% | +37.8% | -2.9% | +27.9% |
| YTD | -1.6% | +38.7% | -40.4% | -7.5% |
| 1Y | +7.1% | +23.7% | -16.6% | +2.9% |
| All | +7.1% | +27.1% | -19.9% | +2.9% |
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