+101.0%
CB vs VRTX
+178.3%
-77.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.6% |
| 7D | +0.5% | +0.8% | -0.3% | +0.4% |
| 30D | -3.1% | +12.6% | -15.7% | -4.9% |
| 3M | +9.0% | +23.6% | -14.7% | +5.5% |
| 6M | +2.9% | +14.3% | -11.4% | +0.6% |
| YTD | +10.1% | +20.5% | -10.4% | +6.6% |
| 1Y | +22.8% | +37.6% | -14.8% | +16.2% |
| 3Y | +73.8% | +55.5% | +18.3% | +56.0% |
| All | +101.0% | +178.3% | -77.3% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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