-20.0%
CPNG vs IBB
+64.8%
-84.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -1.0% | -2.0% |
| 7D | -6.3% | -1.7% | -4.6% | -5.4% |
| 30D | -8.7% | +4.9% | -13.6% | -11.1% |
| 3M | -2.4% | +24.2% | -26.7% | -13.4% |
| 6M | -22.3% | +23.8% | -46.2% | -31.2% |
| YTD | -37.2% | +23.0% | -60.2% | -44.1% |
| 1Y | -53.0% | +46.2% | -99.1% | -61.9% |
| 3Y | -20.0% | +64.8% | -84.9% | -40.8% |
| All | -20.0% | +64.8% | -84.9% | -40.8% |
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 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