+3,724.2%
CP vs IBB
+560.8%
+3,163.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.7% |
| 7D | -2.7% | +1.4% | -4.1% | -3.3% |
| 30D | +0.2% | +10.5% | -10.3% | -4.6% |
| 3M | +2.6% | +23.6% | -21.1% | -7.6% |
| 6M | +6.0% | +22.6% | -16.7% | -4.4% |
| YTD | +24.9% | +25.7% | -0.7% | +11.1% |
| 1Y | +20.1% | +51.4% | -31.3% | -2.4% |
| 3Y | +16.4% | +64.4% | -48.0% | -9.8% |
| 5Y | +31.7% | +22.1% | +9.6% | +15.3% |
| 10Y | +223.9% | +132.5% | +91.4% | +101.3% |
| All | +3,724.2% | +560.8% | +3,163.4% | +1,059.0% |
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