+3.4%
CNC vs IBB
+20.0%
-16.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.5% |
| 7D | -4.9% | -3.9% | -1.0% | -3.5% |
| 30D | -3.8% | +2.7% | -6.5% | -4.8% |
| 3M | -3.2% | +21.4% | -24.6% | -9.9% |
| 6M | +47.9% | +20.1% | +27.8% | +37.8% |
| YTD | +55.7% | +21.9% | +33.8% | +43.9% |
| 1Y | +106.2% | +44.1% | +62.1% | +78.7% |
| 3Y | -2.1% | +63.4% | -65.4% | -19.9% |
| 5Y | +3.4% | +19.8% | -16.4% | -13.2% |
| All | +3.4% | +20.0% | -16.6% | -13.2% |
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 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