+116.0%
CTAS vs BBY
-3.9%
+119.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.5% |
| 7D | +2.0% | +4.5% | -2.5% | +1.0% |
| 30D | +8.7% | +16.8% | -8.1% | +5.1% |
| 3M | +13.3% | +23.2% | -9.9% | +8.2% |
| 6M | +39.4% | +91.9% | -52.5% | +21.1% |
| YTD | +21.5% | +61.6% | -40.1% | +8.9% |
| 1Y | +21.9% | +43.9% | -22.0% | +11.9% |
| 3Y | +73.6% | +88.6% | -15.0% | +42.3% |
| All | +116.0% | -3.9% | +119.9% | +97.6% |
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 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