+111.6%
CSX vs BBIO
+136.7%
-25.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -0.9% | -3.2% | +2.3% | -0.7% |
| 30D | -2.0% | -13.6% | +11.6% | -1.1% |
| 3M | +3.6% | +7.2% | -3.6% | +3.0% |
| 6M | +22.0% | +1.5% | +20.6% | +21.6% |
| YTD | +36.3% | -5.3% | +41.6% | +36.1% |
| 1Y | +50.9% | +37.7% | +13.2% | +46.9% |
| 3Y | +69.2% | +153.9% | -84.8% | +55.9% |
| 5Y | +69.2% | +43.9% | +25.4% | +48.3% |
| All | +111.6% | +136.7% | -25.1% | +58.2% |
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