+5,294.5%
CF vs IBB
+785.1%
+4,509.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.0% | +11.2% | +9.2% |
| 7D | +0.4% | -3.6% | +4.0% | +2.2% |
| 30D | +2.2% | +3.4% | -1.2% | -0.7% |
| 3M | +2.1% | +9.5% | -7.4% | -4.9% |
| 6M | -6.5% | +23.3% | -29.8% | -19.9% |
| YTD | +55.6% | +24.5% | +31.0% | +29.8% |
| 1Y | +42.3% | +32.9% | +9.4% | +13.5% |
| 3Y | +55.7% | +76.6% | -20.8% | -0.7% |
| 5Y | +122.4% | +35.5% | +86.9% | +64.2% |
| 10Y | +568.5% | +156.7% | +411.8% | +186.2% |
| All | +5,294.5% | +785.1% | +4,509.4% | +467.0% |
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 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