+346.2%
CVE vs BBIO
+52.7%
+293.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.8% |
| 7D | +2.0% | -0.5% | +2.5% | +2.0% |
| 30D | +13.2% | -10.1% | +23.3% | +13.4% |
| 3M | +21.7% | +12.4% | +9.3% | +21.3% |
| 6M | +48.4% | +15.9% | +32.5% | +47.7% |
| YTD | +100.1% | -0.5% | +100.6% | +99.7% |
| 1Y | +107.8% | +42.2% | +65.6% | +105.9% |
| 3Y | +76.9% | +167.8% | -90.9% | +72.8% |
| 5Y | +346.2% | +49.6% | +296.7% | +343.5% |
| All | +346.2% | +52.7% | +293.5% | +343.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling