+69.3%
CCI vs IBB
+126.8%
-57.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +2.5% | -0.5% | +3.0% | +2.7% |
| 30D | +14.4% | +4.6% | +9.9% | +12.1% |
| 3M | +21.7% | +6.8% | +14.9% | +17.9% |
| 6M | +4.0% | +23.1% | -19.1% | -5.5% |
| YTD | +6.2% | +26.0% | -19.8% | -4.7% |
| 1Y | +5.4% | +30.4% | -25.0% | -6.9% |
| 3Y | +11.7% | +85.4% | -73.7% | -16.9% |
| 5Y | -35.6% | +39.7% | -75.4% | -46.4% |
| All | +69.3% | +126.8% | -57.5% | +19.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling