+598.5%
CEG vs IBB
+60.9%
+537.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.2% | +5.0% | +3.8% |
| 7D | +17.8% | +1.6% | +16.2% | +17.1% |
| 30D | -4.5% | +6.7% | -11.2% | -7.4% |
| 3M | +1.5% | +6.3% | -4.8% | -1.8% |
| 6M | -3.5% | +23.9% | -27.4% | -13.6% |
| YTD | -19.7% | +26.6% | -46.3% | -29.1% |
| 1Y | -19.8% | +29.6% | -49.4% | -30.0% |
| 3Y | +136.4% | +86.1% | +50.3% | +66.8% |
| All | +598.5% | +60.9% | +537.6% | +416.0% |
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