+62.9%
FDX vs BBY
+0.2%
+62.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.1% |
| 7D | -2.3% | +1.2% | -3.5% | -2.7% |
| 30D | -4.9% | +6.8% | -11.7% | -7.3% |
| 3M | -6.5% | +18.7% | -25.2% | -12.5% |
| 6M | +6.7% | +37.3% | -30.6% | -6.3% |
| YTD | +33.9% | +35.3% | -1.4% | +17.7% |
| 1Y | +72.2% | +20.7% | +51.5% | +57.4% |
| 3Y | +60.2% | +39.4% | +20.8% | +33.5% |
| 5Y | +62.9% | -1.5% | +64.4% | +40.6% |
| All | +62.9% | +0.2% | +62.7% | +40.6% |
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