+3,822.9%
CP vs IBB
+554.8%
+3,268.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | +1.6% |
| 7D | +6.1% | -3.6% | +9.7% | +7.8% |
| 30D | +9.8% | +3.4% | +6.4% | +7.8% |
| 3M | +2.7% | +9.5% | -6.7% | -2.1% |
| 6M | +12.8% | +23.3% | -10.5% | +1.3% |
| YTD | +28.2% | +24.5% | +3.6% | +14.1% |
| 1Y | +34.1% | +32.9% | +1.2% | +15.7% |
| 3Y | +28.9% | +76.6% | -47.7% | -3.8% |
| 5Y | +27.1% | +35.5% | -8.4% | +5.7% |
| 10Y | +264.8% | +156.7% | +108.0% | +116.1% |
| All | +3,822.9% | +554.8% | +3,268.1% | +1,089.8% |
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