-43.1%
CSGP vs BBIO
+144.5%
-187.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.7% | -2.4% |
| 7D | -4.1% | -2.3% | -1.8% | -3.9% |
| 30D | +2.3% | -8.7% | +11.0% | +3.2% |
| 3M | -8.2% | +11.2% | -19.3% | -9.3% |
| 6M | -35.1% | +12.5% | -47.5% | -36.2% |
| YTD | -54.0% | -2.2% | -51.9% | -54.3% |
| 1Y | -65.3% | +44.4% | -109.7% | -67.0% |
| 3Y | -62.6% | +144.7% | -207.3% | -67.0% |
| 5Y | -64.8% | +45.0% | -109.8% | -72.7% |
| All | -43.1% | +144.5% | -187.6% | -61.5% |
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 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