+97.9%
CB vs BBIO
+42.7%
+55.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -0.7% | -3.2% | +2.5% | -0.6% |
| 30D | -1.2% | -13.6% | +12.4% | -0.9% |
| 3M | +3.8% | +7.2% | -3.5% | +3.6% |
| 6M | +5.8% | +1.5% | +4.3% | +5.6% |
| YTD | +9.4% | -5.3% | +14.7% | +9.3% |
| 1Y | +20.7% | +37.7% | -17.1% | +19.5% |
| 3Y | +70.1% | +153.9% | -83.9% | +65.2% |
| All | +97.9% | +42.7% | +55.2% | +86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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