+61.7%
CF vs IBB
+51.5%
+10.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.4% | -3.7% |
| 7D | +6.0% | +1.4% | +4.6% | +6.7% |
| 30D | +14.8% | +10.5% | +4.4% | +21.1% |
| 3M | +14.1% | +23.6% | -9.6% | +28.7% |
| 6M | +28.5% | +22.6% | +5.9% | +47.1% |
| YTD | +74.9% | +25.7% | +49.3% | +99.8% |
| 1Y | +61.7% | +51.4% | +10.3% | +96.1% |
| All | +61.7% | +51.5% | +10.2% | +96.1% |
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