-69.0%
CPNG vs IBB
+39.6%
-108.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.6% |
| 7D | -7.4% | +1.4% | -8.9% | -8.7% |
| 30D | -4.4% | +10.5% | -14.9% | -13.2% |
| 3M | -7.5% | +23.6% | -31.1% | -24.5% |
| 6M | -19.9% | +22.6% | -42.6% | -34.7% |
| YTD | -35.2% | +25.7% | -60.9% | -48.4% |
| 1Y | -46.8% | +51.4% | -98.2% | -65.1% |
| 3Y | -20.2% | +64.4% | -84.5% | -54.3% |
| 5Y | -48.4% | +22.1% | -70.6% | -65.7% |
| All | -69.0% | +39.6% | -108.6% | -81.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling