-1.3%
CNC vs IBB
+64.8%
-66.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.2% | -1.5% | -3.1% |
| 7D | -1.0% | -1.7% | +0.7% | -0.5% |
| 30D | -1.8% | +4.9% | -6.7% | -3.2% |
| 3M | -0.7% | +24.2% | -24.9% | -6.9% |
| 6M | +47.9% | +23.8% | +24.1% | +38.3% |
| YTD | +56.9% | +23.0% | +34.0% | +46.7% |
| 1Y | +123.9% | +46.2% | +77.8% | +97.5% |
| 3Y | -1.3% | +64.8% | -66.1% | -15.7% |
| All | -1.3% | +64.8% | -66.1% | -15.7% |
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