-36.9%
CCI vs IBB
+37.5%
-74.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.3% | -3.3% |
| 7D | -0.1% | -1.8% | +1.7% | +0.6% |
| 30D | +28.4% | +5.1% | +23.3% | +25.8% |
| 3M | +20.0% | +10.7% | +9.3% | +14.7% |
| 6M | +0.8% | +22.9% | -22.1% | -8.2% |
| YTD | +3.6% | +26.7% | -23.1% | -7.2% |
| 1Y | +6.1% | +35.1% | -29.0% | -7.7% |
| 3Y | +7.2% | +80.2% | -73.0% | -20.7% |
| All | -36.9% | +37.5% | -74.4% | -48.4% |
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