+228.8%
CF vs BBIO
+40.9%
+187.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.7% | +2.5% | -2.1% |
| 7D | -2.0% | -3.9% | +1.9% | -1.9% |
| 30D | +15.3% | -13.4% | +28.7% | +15.6% |
| 3M | +24.3% | +7.6% | +16.7% | +24.0% |
| 6M | +23.9% | -2.4% | +26.4% | +23.8% |
| YTD | +77.3% | -5.2% | +82.5% | +77.1% |
| 1Y | +58.7% | +36.9% | +21.8% | +56.7% |
| 3Y | +72.8% | +155.2% | -82.4% | +66.4% |
| 5Y | +228.8% | +44.0% | +184.8% | +211.8% |
| All | +228.8% | +40.9% | +187.8% | +211.8% |
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