-50.7%
CCI vs IBB
+22.5%
-73.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.5% |
| 7D | -0.4% | +1.4% | -1.8% | -1.0% |
| 30D | +2.7% | +10.5% | -7.8% | -1.6% |
| 3M | -18.2% | +23.6% | -41.8% | -25.5% |
| 6M | -14.8% | +22.6% | -37.4% | -22.3% |
| YTD | -12.6% | +25.7% | -38.3% | -21.2% |
| 1Y | -16.7% | +51.4% | -68.1% | -31.1% |
| 3Y | -10.5% | +64.4% | -74.9% | -30.2% |
| All | -50.7% | +22.5% | -73.2% | -59.6% |
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 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