+390.0%
COPX vs BBIO
+136.7%
+253.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -2.3% | -3.2% | +0.9% | -2.0% |
| 30D | +0.3% | -13.6% | +13.9% | +1.7% |
| 3M | +6.8% | +7.2% | -0.4% | +6.0% |
| 6M | +7.9% | +1.5% | +6.5% | +7.7% |
| YTD | +23.7% | -5.3% | +29.0% | +23.9% |
| 1Y | +71.5% | +37.7% | +33.8% | +65.9% |
| 3Y | +149.1% | +153.9% | -4.8% | +123.9% |
| 5Y | +167.3% | +43.9% | +123.5% | +123.2% |
| All | +390.0% | +136.7% | +253.4% | +233.7% |
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