+639.5%
CEG vs IBB
+59.8%
+579.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.3% |
| 7D | +8.0% | +1.4% | +6.6% | +7.3% |
| 30D | +12.9% | +10.5% | +2.4% | +7.6% |
| 3M | +13.2% | +23.6% | -10.5% | +1.8% |
| 6M | -7.0% | +22.6% | -29.6% | -16.2% |
| YTD | -15.0% | +25.7% | -40.7% | -24.5% |
| 1Y | -2.7% | +51.4% | -54.1% | -21.6% |
| 3Y | +184.1% | +64.4% | +119.7% | +115.0% |
| All | +639.5% | +59.8% | +579.7% | +449.5% |
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