-42.5%
CPNG vs IBB
+40.3%
-82.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.2% | -2.2% | -2.3% |
| 7D | -6.9% | +1.6% | -8.5% | -8.4% |
| 30D | +1.1% | +6.7% | -5.6% | -5.1% |
| 3M | -6.3% | +6.3% | -12.6% | -12.3% |
| 6M | -3.8% | +23.9% | -27.7% | -23.0% |
| YTD | -35.2% | +26.6% | -61.8% | -49.7% |
| 1Y | -47.0% | +29.6% | -76.6% | -59.9% |
| 3Y | -0.2% | +86.1% | -86.3% | -54.5% |
| 5Y | -42.5% | +40.3% | -82.8% | -63.0% |
| All | -42.5% | +40.3% | -82.8% | -63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling