+319.5%
CVE vs BBIO
+144.5%
+175.0%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.6% | -1.2% |
| 7D | +2.5% | -2.3% | +4.8% | +2.7% |
| 30D | +16.7% | -8.7% | +25.5% | +17.6% |
| 3M | +9.3% | +11.2% | -1.9% | +8.0% |
| 6M | +43.6% | +12.5% | +31.1% | +41.3% |
| YTD | +93.6% | -2.2% | +95.7% | +92.5% |
| 1Y | +98.8% | +44.4% | +54.4% | +90.7% |
| 3Y | +73.6% | +144.7% | -71.1% | +55.6% |
| 5Y | +312.5% | +45.0% | +267.5% | +248.8% |
| All | +319.5% | +144.5% | +175.0% | +165.9% |
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