+300.2%
CCJ vs BBIO
+42.7%
+257.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -4.0% | -3.2% | -0.8% | -3.8% |
| 30D | -2.4% | -13.6% | +11.2% | -1.1% |
| 3M | -2.3% | +7.2% | -9.6% | -3.0% |
| 6M | -16.2% | +1.5% | -17.7% | -16.5% |
| YTD | +5.7% | -5.3% | +11.0% | +5.7% |
| 1Y | +21.3% | +37.7% | -16.5% | +17.4% |
| 3Y | +159.4% | +153.9% | +5.5% | +134.6% |
| All | +300.2% | +42.7% | +257.4% | +209.0% |
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