+8.3%
CNP vs IBB
+42.2%
-33.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.6% | -6.1% | -3.4% |
| 7D | -1.3% | +2.2% | -3.5% | -1.2% |
| 30D | +8.7% | +6.3% | +2.4% | +8.8% |
| 3M | -0.7% | +16.3% | -17.0% | -0.9% |
| 6M | -4.2% | +30.0% | -34.2% | -4.5% |
| YTD | +8.9% | +31.1% | -22.3% | +7.9% |
| 1Y | +8.3% | +42.0% | -33.6% | +4.7% |
| All | +8.3% | +42.2% | -33.9% | +4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling