+479.1%
CCI vs IBB
+566.2%
-87.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.3% | -3.5% |
| 7D | -0.1% | -1.8% | +1.7% | +0.8% |
| 30D | +28.4% | +5.1% | +23.3% | +24.9% |
| 3M | +20.0% | +10.7% | +9.3% | +12.8% |
| 6M | +0.8% | +22.9% | -22.1% | -11.0% |
| YTD | +3.6% | +26.7% | -23.1% | -10.4% |
| 1Y | +6.1% | +35.1% | -29.0% | -11.6% |
| 3Y | +7.2% | +80.2% | -73.0% | -25.6% |
| 5Y | -37.0% | +37.8% | -74.8% | -49.8% |
| 10Y | +54.2% | +161.2% | -107.0% | -21.1% |
| All | +479.1% | +566.2% | -87.1% | +11.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling