-47.9%
CCL vs BBIO
+136.7%
-184.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.3% |
| 7D | -3.2% | -3.2% | 0.0% | -2.5% |
| 30D | -17.8% | -13.6% | -4.2% | -14.8% |
| 3M | -18.7% | +7.2% | -25.9% | -20.6% |
| 6M | -11.4% | +1.5% | -12.9% | -12.3% |
| YTD | -24.3% | -5.3% | -19.0% | -24.4% |
| 1Y | -28.8% | +37.7% | -66.5% | -35.8% |
| 3Y | +49.3% | +153.9% | -104.6% | +8.3% |
| 5Y | +1.6% | +43.9% | -42.3% | -41.4% |
| All | -47.9% | +136.7% | -184.6% | -80.0% |
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 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