-51.2%
CPNG vs IBB
+20.0%
-71.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.5% |
| 7D | -7.6% | -3.9% | -3.7% | -4.0% |
| 30D | -8.8% | +2.7% | -11.6% | -11.4% |
| 3M | -7.2% | +21.4% | -28.6% | -23.7% |
| 6M | -21.5% | +20.1% | -41.6% | -35.2% |
| YTD | -37.4% | +21.9% | -59.3% | -49.3% |
| 1Y | -54.3% | +44.1% | -98.5% | -69.2% |
| 3Y | -20.3% | +63.4% | -83.7% | -56.3% |
| 5Y | -51.2% | +19.8% | -71.0% | -65.7% |
| All | -51.2% | +20.0% | -71.2% | -65.7% |
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 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