-46.9%
CPNG vs IBB
+42.2%
-89.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.6% | +9.3% | +10.4% |
| 7D | +20.8% | +2.2% | +18.6% | +19.4% |
| 30D | +20.1% | +6.3% | +13.7% | +15.9% |
| 3M | +1.6% | +16.3% | -14.7% | -6.9% |
| 6M | -15.8% | +30.0% | -45.8% | -28.5% |
| YTD | -27.7% | +31.1% | -58.9% | -39.0% |
| 1Y | -46.9% | +42.0% | -88.9% | -57.9% |
| All | -46.9% | +42.2% | -89.1% | -57.9% |
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