+338.5%
COP vs NBIX
+219.9%
+118.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +2.3% | +0.4% | +1.9% | +2.2% |
| 30D | +8.6% | -0.2% | +8.8% | +8.6% |
| 3M | +19.9% | -4.0% | +23.8% | +20.3% |
| 6M | +19.0% | +20.6% | -1.6% | +14.0% |
| YTD | +50.0% | +10.1% | +39.8% | +45.8% |
| 1Y | +50.5% | +8.8% | +41.7% | +46.1% |
| 3Y | +25.2% | +42.5% | -17.3% | +11.8% |
| 5Y | +194.3% | +61.5% | +132.8% | +151.9% |
| All | +338.5% | +219.9% | +118.7% | +237.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling