-69.3%
CPNG vs IBB
+33.7%
-103.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +2.9% | +2.9% |
| 7D | -1.1% | -4.2% | +3.1% | +2.9% |
| 30D | -7.4% | +1.1% | -8.5% | -8.5% |
| 3M | -12.3% | +19.0% | -31.4% | -26.2% |
| 6M | -19.4% | +18.9% | -38.3% | -32.3% |
| YTD | -35.9% | +20.3% | -56.3% | -46.9% |
| 1Y | -53.4% | +41.5% | -94.9% | -67.4% |
| 3Y | -20.0% | +60.3% | -80.3% | -53.5% |
| 5Y | -49.6% | +18.7% | -68.3% | -65.4% |
| All | -69.3% | +33.7% | -103.0% | -80.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling