+35.3%
CP vs BBIO
+42.7%
-7.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.6% | -3.2% | +0.6% | -2.5% |
| 30D | -3.7% | -13.6% | +9.9% | -3.2% |
| 3M | +0.1% | +7.2% | -7.1% | -0.2% |
| 6M | +7.8% | +1.5% | +6.4% | +7.6% |
| YTD | +21.7% | -5.3% | +27.0% | +21.6% |
| 1Y | +18.6% | +37.7% | -19.1% | +16.7% |
| 3Y | +17.5% | +153.9% | -136.4% | +11.9% |
| All | +35.3% | +42.7% | -7.4% | +21.5% |
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