+346.1%
CCJ vs IBB
+22.5%
+323.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.7% |
| 7D | +0.7% | +1.4% | -0.7% | -0.3% |
| 30D | +6.9% | +10.5% | -3.6% | -0.3% |
| 3M | -11.6% | +23.6% | -35.3% | -23.9% |
| 6M | -16.2% | +22.6% | -38.8% | -27.4% |
| YTD | +10.1% | +25.7% | -15.6% | -6.2% |
| 1Y | +32.3% | +51.4% | -19.1% | -1.3% |
| 3Y | +171.3% | +64.4% | +106.9% | +84.9% |
| All | +346.1% | +22.5% | +323.7% | +250.6% |
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