+100.6%
CB vs IBB
+41.1%
+59.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -1.0% |
| 7D | -1.5% | +2.7% | -4.2% | -2.0% |
| 30D | +6.5% | +6.3% | +0.2% | +5.2% |
| 3M | +4.1% | +11.1% | -7.0% | +1.6% |
| 6M | +14.4% | +29.2% | -14.8% | +7.9% |
| YTD | +17.5% | +30.2% | -12.7% | +10.3% |
| 1Y | +27.5% | +39.5% | -11.9% | +17.6% |
| 3Y | +71.6% | +92.3% | -20.7% | +42.4% |
| 5Y | +100.6% | +43.0% | +57.7% | +64.5% |
| All | +100.6% | +41.1% | +59.6% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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