+388.5%
CCI vs IBB
+560.8%
-172.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.4% |
| 7D | -0.4% | +1.4% | -1.8% | -1.2% |
| 30D | +2.7% | +10.5% | -7.8% | -3.1% |
| 3M | -18.2% | +23.6% | -41.8% | -27.8% |
| 6M | -14.8% | +22.6% | -37.4% | -24.7% |
| YTD | -12.6% | +25.7% | -38.3% | -23.9% |
| 1Y | -16.7% | +51.4% | -68.1% | -34.8% |
| 3Y | -10.5% | +64.4% | -74.9% | -34.4% |
| 5Y | -51.4% | +22.1% | -73.6% | -58.6% |
| 10Y | +20.0% | +132.5% | -112.4% | -34.2% |
| All | +388.5% | +560.8% | -172.3% | -5.1% |
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