-0.1%
CPNG vs IBB
+86.9%
-87.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.2% | -2.2% | -3.2% |
| 7D | -6.9% | +1.6% | -8.5% | -7.7% |
| 30D | +1.1% | +6.7% | -5.6% | -2.2% |
| 3M | -6.3% | +6.3% | -12.6% | -9.3% |
| 6M | -3.8% | +23.9% | -27.7% | -14.2% |
| YTD | -35.2% | +26.6% | -61.8% | -42.9% |
| 1Y | -47.0% | +29.6% | -76.6% | -53.8% |
| All | -0.1% | +86.9% | -87.0% | -28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling