+300.2%
CCJ vs NBIX
+59.9%
+240.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | -4.0% | +0.4% | -4.4% | -4.1% |
| 30D | -2.4% | -0.2% | -2.2% | -2.3% |
| 3M | -2.3% | -4.0% | +1.7% | -1.7% |
| 6M | -16.2% | +20.6% | -36.8% | -20.5% |
| YTD | +5.7% | +10.1% | -4.5% | +2.3% |
| 1Y | +21.3% | +8.8% | +12.5% | +17.2% |
| 3Y | +159.4% | +42.5% | +116.9% | +117.0% |
| All | +300.2% | +59.9% | +240.2% | +187.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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