-6.5%
CNC vs IBB
+42.1%
-48.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.1% | +3.5% | +2.8% |
| 7D | +4.0% | +0.8% | +3.2% | +3.7% |
| 30D | +7.4% | +5.2% | +2.2% | +5.4% |
| 3M | +5.4% | +8.6% | -3.1% | +2.2% |
| 6M | +25.4% | +27.8% | -2.4% | +14.3% |
| YTD | +70.6% | +28.8% | +41.8% | +54.1% |
| 1Y | +104.9% | +36.4% | +68.5% | +81.1% |
| 3Y | -2.3% | +89.3% | -91.7% | -25.2% |
| 5Y | -6.5% | +43.3% | -49.8% | -22.8% |
| All | -6.5% | +42.1% | -48.6% | -22.8% |
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