+772.6%
CCJ vs IBB
+130.8%
+641.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.6% |
| 7D | +0.4% | +0.8% | -0.4% | 0.0% |
| 30D | -17.2% | +5.2% | -22.4% | -19.7% |
| 3M | -25.1% | +8.6% | -33.7% | -28.9% |
| 6M | -37.6% | +27.8% | -65.4% | -46.5% |
| YTD | -20.4% | +28.8% | -49.2% | -31.9% |
| 1Y | -22.5% | +36.4% | -58.9% | -36.0% |
| 3Y | +72.5% | +89.3% | -16.9% | +13.6% |
| 5Y | +179.9% | +43.3% | +136.6% | +116.8% |
| 10Y | +772.6% | +130.6% | +642.0% | +453.7% |
| All | +772.6% | +130.8% | +641.8% | +453.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling