+34.6%
CP vs IBB
+42.2%
-7.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.9% | +3.1% |
| 7D | +5.6% | +2.2% | +3.4% | +5.2% |
| 30D | +10.0% | +6.3% | +3.7% | +8.9% |
| 3M | +4.4% | +16.3% | -11.9% | +1.4% |
| 6M | +14.1% | +30.0% | -15.9% | +8.3% |
| YTD | +29.1% | +31.1% | -2.1% | +21.0% |
| 1Y | +34.6% | +42.0% | -7.4% | +21.7% |
| All | +34.6% | +42.2% | -7.7% | +21.7% |
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