+91.7%
CNC vs IBB
+122.2%
-30.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.4% |
| 7D | -4.9% | -3.9% | -1.0% | -3.0% |
| 30D | -3.8% | +2.7% | -6.5% | -5.3% |
| 3M | -3.2% | +21.4% | -24.6% | -12.6% |
| 6M | +47.9% | +20.1% | +27.8% | +33.7% |
| YTD | +55.7% | +21.9% | +33.8% | +39.2% |
| 1Y | +106.2% | +44.1% | +62.1% | +69.0% |
| 3Y | -2.1% | +63.4% | -65.4% | -26.4% |
| 5Y | +3.4% | +19.8% | -16.4% | -8.7% |
| 10Y | +91.7% | +127.0% | -35.4% | +28.5% |
| All | +91.7% | +122.2% | -30.6% | +28.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling