+64.7%
CCI vs IBB
+130.8%
-66.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.2% |
| 7D | +3.2% | +0.8% | +2.4% | +2.8% |
| 30D | +12.2% | +5.2% | +7.0% | +9.7% |
| 3M | +23.1% | +8.6% | +14.6% | +18.5% |
| 6M | +1.3% | +27.8% | -26.6% | -9.4% |
| YTD | +4.5% | +28.8% | -24.3% | -7.1% |
| 1Y | +2.3% | +36.4% | -34.1% | -11.3% |
| 3Y | +9.8% | +89.3% | -79.5% | -19.0% |
| 5Y | -36.5% | +43.3% | -79.8% | -47.6% |
| 10Y | +64.7% | +130.6% | -66.0% | +14.5% |
| All | +64.7% | +130.8% | -66.1% | +14.5% |
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 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