+1,980.9%
CLS vs IBB
+39.3%
+1,941.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -5.1% |
| 7D | +16.3% | -0.5% | +16.8% | +16.8% |
| 30D | -25.7% | +4.6% | -30.2% | -27.8% |
| 3M | -30.9% | +6.8% | -37.7% | -34.8% |
| 6M | -35.5% | +23.1% | -58.6% | -46.2% |
| YTD | -18.7% | +26.0% | -44.7% | -33.5% |
| 1Y | -17.9% | +30.4% | -48.3% | -34.3% |
| 3Y | +838.1% | +85.4% | +752.7% | +468.8% |
| All | +1,980.9% | +39.3% | +1,941.5% | +1,239.0% |
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