+174.6%
CVE vs NBIX
+219.9%
-45.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +2.3% | +0.4% | +1.9% | +2.2% |
| 30D | +9.7% | -0.2% | +9.9% | +9.8% |
| 3M | +16.9% | -4.0% | +20.9% | +17.5% |
| 6M | +41.4% | +20.6% | +20.8% | +34.3% |
| YTD | +98.0% | +10.1% | +87.9% | +91.7% |
| 1Y | +98.2% | +8.8% | +89.5% | +91.6% |
| 3Y | +77.9% | +42.5% | +35.4% | +55.1% |
| 5Y | +341.6% | +61.5% | +280.1% | +265.0% |
| All | +174.6% | +219.9% | -45.3% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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