-43.0%
CSGP vs BBIO
+155.8%
-198.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | +1.3% | +5.4% | -4.1% | +0.8% |
| 30D | +2.8% | +20.6% | -17.7% | +1.0% |
| 3M | -6.3% | -3.6% | -2.7% | -6.1% |
| 6M | -3.2% | +14.1% | -17.3% | -4.8% |
| YTD | -54.0% | +2.4% | -56.3% | -54.5% |
| 1Y | -54.8% | +20.4% | -75.2% | -56.1% |
| 3Y | -60.6% | +184.5% | -245.1% | -65.7% |
| 5Y | -62.6% | +63.5% | -126.2% | -71.3% |
| All | -43.0% | +155.8% | -198.8% | -61.7% |
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