+22.5%
CCI vs IBB
+122.2%
-99.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.7% |
| 7D | -0.3% | -3.9% | +3.6% | +1.3% |
| 30D | +2.1% | +2.7% | -0.6% | +0.8% |
| 3M | -17.8% | +21.4% | -39.2% | -24.3% |
| 6M | -14.2% | +20.1% | -34.2% | -20.8% |
| YTD | -13.3% | +21.9% | -35.2% | -20.6% |
| 1Y | -16.6% | +44.1% | -60.7% | -28.8% |
| 3Y | -10.8% | +63.4% | -74.2% | -28.6% |
| 5Y | -50.3% | +19.8% | -70.1% | -55.7% |
| 10Y | +22.5% | +127.0% | -104.5% | -8.2% |
| All | +22.5% | +122.2% | -99.7% | -8.2% |
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