-31.9%
CEG vs IBB
+42.2%
-74.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.6% | -9.3% | -7.2% |
| 7D | -4.8% | +2.2% | -7.0% | -5.2% |
| 30D | -8.2% | +6.3% | -14.5% | -9.5% |
| 3M | -7.9% | +16.3% | -24.2% | -11.3% |
| 6M | -23.2% | +30.0% | -53.2% | -29.1% |
| YTD | -30.1% | +31.1% | -61.3% | -35.3% |
| 1Y | -31.9% | +42.0% | -73.9% | -36.6% |
| All | -31.9% | +42.2% | -74.1% | -36.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling