+4,872.3%
CNC vs IBB
+647.4%
+4,224.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.9% | +1.7% |
| 7D | +2.2% | -0.5% | +2.7% | +2.4% |
| 30D | +1.6% | +4.6% | -3.0% | -1.1% |
| 3M | +7.9% | +6.8% | +1.1% | +3.4% |
| 6M | +21.2% | +23.1% | -1.9% | +6.7% |
| YTD | +73.2% | +26.0% | +47.2% | +49.2% |
| 1Y | +97.5% | +30.4% | +67.1% | +67.0% |
| 3Y | -1.2% | +85.4% | -86.6% | -33.5% |
| 5Y | -6.1% | +39.7% | -45.8% | -27.0% |
| 10Y | +181.3% | +127.1% | +54.2% | +58.9% |
| All | +4,872.3% | +647.4% | +4,224.9% | +1,136.0% |
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