+72.4%
CNP vs IBB
+39.9%
+32.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.0% | +0.3% |
| 7D | +2.5% | +1.6% | +0.8% | +2.1% |
| 30D | +4.0% | +6.7% | -2.7% | +2.5% |
| 3M | +1.6% | +6.3% | -4.7% | -0.1% |
| 6M | -1.7% | +23.9% | -25.6% | -7.0% |
| YTD | +8.6% | +26.6% | -17.9% | +1.9% |
| 1Y | +5.8% | +29.6% | -23.8% | -1.5% |
| 3Y | +63.0% | +86.1% | -23.1% | +34.9% |
| All | +72.4% | +39.9% | +32.4% | +41.2% |
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