+35.3%
CP vs NBIX
+59.9%
-24.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | -2.6% | +0.4% | -3.0% | -2.6% |
| 30D | -3.7% | -0.2% | -3.6% | -3.7% |
| 3M | +0.1% | -4.0% | +4.1% | +0.3% |
| 6M | +7.8% | +20.6% | -12.7% | +4.9% |
| YTD | +21.7% | +10.1% | +11.6% | +19.5% |
| 1Y | +18.6% | +8.8% | +9.8% | +16.4% |
| 3Y | +17.5% | +42.5% | -24.9% | +9.6% |
| All | +35.3% | +59.9% | -24.6% | +23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling