-16.6%
CCI vs IBB
+44.4%
-61.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.9% |
| 7D | -0.3% | -3.9% | +3.6% | +0.2% |
| 30D | +2.1% | +2.7% | -0.6% | +1.6% |
| 3M | -17.8% | +21.4% | -39.2% | -21.3% |
| 6M | -14.2% | +20.1% | -34.2% | -17.7% |
| YTD | -13.3% | +21.9% | -35.2% | -17.0% |
| 1Y | -16.6% | +44.1% | -60.7% | -21.6% |
| All | -16.6% | +44.4% | -61.0% | -21.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling