+1,312.5%
CLS vs IBB
+64.8%
+1,247.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.2% | +7.8% | +7.4% |
| 7D | +12.8% | -1.7% | +14.4% | +14.1% |
| 30D | +3.8% | +4.9% | -1.0% | -1.2% |
| 3M | -14.6% | +24.2% | -38.9% | -30.6% |
| 6M | +32.2% | +23.8% | +8.4% | +7.3% |
| YTD | +11.6% | +23.0% | -11.3% | -9.0% |
| 1Y | +35.1% | +46.2% | -11.1% | -5.3% |
| 3Y | +1,312.5% | +64.8% | +1,247.7% | +810.2% |
| All | +1,312.5% | +64.8% | +1,247.7% | +810.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling