+205.1%
NBIX vs CPB
-45.3%
+250.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | +0.4% | -1.8% | +2.2% | +0.4% |
| 30D | -0.2% | -7.1% | +6.9% | +0.1% |
| 3M | -4.0% | -6.0% | +2.1% | -3.8% |
| 6M | +20.6% | -5.3% | +25.9% | +20.7% |
| YTD | +10.1% | -20.8% | +31.0% | +11.1% |
| 1Y | +8.8% | -33.8% | +42.6% | +10.7% |
| 3Y | +42.5% | -43.7% | +86.2% | +45.6% |
| 5Y | +61.5% | -40.7% | +102.2% | +65.4% |
| All | +205.1% | -45.3% | +250.4% | +195.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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