+5.0%
BSX vs CB
+101.8%
-96.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +2.3% |
| 7D | +2.0% | +0.5% | +1.6% | +1.9% |
| 30D | +0.1% | -3.1% | +3.2% | +0.9% |
| 3M | -2.1% | +9.0% | -11.1% | -4.7% |
| 6M | -33.8% | +2.9% | -36.7% | -34.5% |
| YTD | -49.9% | +10.1% | -60.0% | -51.5% |
| 1Y | -55.4% | +22.8% | -78.2% | -58.4% |
| 3Y | -10.9% | +73.8% | -84.7% | -28.1% |
| All | +5.0% | +101.8% | -96.7% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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