+22,107.8%
LLY vs BBY
+88,077.5%
-65,969.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.6% | +1.2% |
| 7D | +6.7% | +4.5% | +2.3% | +6.3% |
| 30D | +19.6% | +16.8% | +2.8% | +17.7% |
| 3M | +19.7% | +23.2% | -3.5% | +17.1% |
| 6M | +42.7% | +91.9% | -49.2% | +33.5% |
| YTD | +35.1% | +61.6% | -26.5% | +28.2% |
| 1Y | +42.2% | +43.9% | -1.7% | +36.4% |
| 3Y | +140.8% | +88.6% | +52.1% | +122.3% |
| 5Y | +480.6% | -3.1% | +483.7% | +464.2% |
| 10Y | +2,061.9% | +290.2% | +1,771.7% | +1,696.4% |
| All | +22,107.8% | +88,077.5% | -65,969.7% | +10,541.4% |
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