+4,577.2%
CNC vs IBB
+645.4%
+3,931.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -0.9% |
| 7D | +3.5% | +1.4% | +2.1% | +2.7% |
| 30D | +0.1% | +10.5% | -10.4% | -5.7% |
| 3M | +6.9% | +23.6% | -16.7% | -5.8% |
| 6M | +49.0% | +22.6% | +26.4% | +31.3% |
| YTD | +62.9% | +25.7% | +37.2% | +41.0% |
| 1Y | +134.0% | +51.4% | +82.6% | +81.9% |
| 3Y | +9.4% | +64.4% | -55.0% | -20.9% |
| 5Y | +4.1% | +22.1% | -18.0% | -12.2% |
| 10Y | +95.4% | +132.5% | -37.1% | +7.4% |
| All | +4,577.2% | +645.4% | +3,931.8% | +1,067.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling