+155.7%
CB vs BBIO
+144.2%
+11.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | -0.6% | -2.4% | +1.7% | -0.5% |
| 30D | -3.9% | -11.5% | +7.6% | -3.3% |
| 3M | +4.9% | +11.0% | -6.1% | +4.2% |
| 6M | +3.3% | +14.4% | -11.1% | +2.3% |
| YTD | +8.5% | -2.3% | +10.8% | +8.2% |
| 1Y | +22.1% | +37.7% | -15.6% | +19.3% |
| 3Y | +70.1% | +163.1% | -93.0% | +58.2% |
| 5Y | +97.4% | +49.5% | +47.9% | +76.6% |
| All | +155.7% | +144.2% | +11.5% | +96.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling