+28.5%
CL vs BBIO
+40.9%
-12.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | -0.2% |
| 7D | -2.4% | -3.9% | +1.4% | -2.5% |
| 30D | -4.8% | -13.4% | +8.6% | -4.9% |
| 3M | -1.7% | +7.6% | -9.3% | -1.7% |
| 6M | -3.8% | -2.4% | -1.4% | -3.8% |
| YTD | +13.3% | -5.2% | +18.5% | +13.3% |
| 1Y | +8.3% | +36.9% | -28.6% | +8.5% |
| 3Y | +28.8% | +155.2% | -126.4% | +29.5% |
| 5Y | +28.5% | +44.0% | -15.5% | +28.2% |
| All | +28.5% | +40.9% | -12.4% | +28.2% |
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