-44.6%
CSGP vs BBIO
+155.4%
-199.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | -0.4% |
| 7D | -6.1% | +5.3% | -11.3% | -6.5% |
| 30D | +0.3% | +23.5% | -23.2% | -1.7% |
| 3M | -1.3% | -6.8% | +5.5% | -0.8% |
| 6M | -8.9% | +18.5% | -27.5% | -10.8% |
| YTD | -55.2% | +2.2% | -57.4% | -55.8% |
| 1Y | -56.4% | +18.0% | -74.4% | -57.6% |
| 3Y | -62.2% | +188.5% | -250.7% | -67.2% |
| 5Y | -63.7% | +63.3% | -126.9% | -72.1% |
| All | -44.6% | +155.4% | -199.9% | -62.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling