+86.3%
FOXA vs BBY
+71.6%
+14.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.6% |
| 7D | -5.4% | +1.2% | -6.6% | -5.8% |
| 30D | +1.1% | +6.8% | -5.7% | -1.2% |
| 3M | -6.1% | +18.7% | -24.9% | -11.6% |
| 6M | +8.2% | +37.3% | -29.1% | -3.9% |
| YTD | -11.8% | +35.3% | -47.1% | -21.5% |
| 1Y | +9.9% | +20.7% | -10.8% | +1.0% |
| 3Y | +110.7% | +39.4% | +71.3% | +75.5% |
| 5Y | +86.9% | -1.5% | +88.4% | +70.3% |
| All | +86.3% | +71.6% | +14.7% | +17.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling