+74.4%
CNP vs IBB
+22.5%
+52.0%
-22.8%
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% | -0.6% |
| 7D | +1.1% | +1.4% | -0.3% | +0.8% |
| 30D | -1.8% | +10.5% | -12.3% | -4.1% |
| 3M | -4.6% | +23.6% | -28.3% | -9.4% |
| 6M | -8.8% | +22.6% | -31.5% | -13.3% |
| YTD | +5.2% | +25.7% | -20.4% | -0.7% |
| 1Y | +8.3% | +51.4% | -43.1% | -2.8% |
| 3Y | +54.9% | +64.4% | -9.5% | +34.3% |
| All | +74.4% | +22.5% | +52.0% | +38.2% |
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