-69.2%
CPNG vs IBB
+40.0%
-109.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.3% |
| 7D | -6.8% | -0.5% | -6.2% | -6.3% |
| 30D | +5.5% | +4.6% | +0.9% | +1.3% |
| 3M | -6.8% | +6.8% | -13.6% | -12.7% |
| 6M | -4.8% | +23.1% | -27.9% | -22.4% |
| YTD | -35.6% | +26.0% | -61.6% | -49.1% |
| 1Y | -46.8% | +30.4% | -77.1% | -59.3% |
| 3Y | -0.8% | +85.4% | -86.2% | -51.4% |
| 5Y | -42.9% | +39.7% | -82.6% | -64.5% |
| All | -69.2% | +40.0% | -109.2% | -81.4% |
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