+216.7%
CTVA vs BBY
+85.3%
+131.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.8% | -1.5% |
| 7D | -4.5% | +0.6% | -5.1% | -4.7% |
| 30D | +11.3% | +9.4% | +1.9% | +8.5% |
| 3M | +12.3% | +19.3% | -7.0% | +6.7% |
| 6M | +7.2% | +47.9% | -40.7% | -4.9% |
| YTD | +26.0% | +39.6% | -13.6% | +13.2% |
| 1Y | +16.0% | +22.2% | -6.2% | +7.8% |
| 3Y | +73.9% | +45.0% | +28.9% | +47.2% |
| 5Y | +103.8% | +2.6% | +101.2% | +86.2% |
| All | +216.7% | +85.3% | +131.4% | +90.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling