+5,642.4%
CRS vs IBB
+560.8%
+5,081.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.3% |
| 7D | -0.2% | +1.4% | -1.7% | -1.3% |
| 30D | -16.6% | +10.5% | -27.1% | -23.0% |
| 3M | -3.5% | +23.6% | -27.1% | -18.2% |
| 6M | +15.4% | +22.6% | -7.2% | -1.3% |
| YTD | +51.2% | +25.7% | +25.5% | +26.7% |
| 1Y | +98.3% | +51.4% | +46.9% | +44.7% |
| 3Y | +651.5% | +64.4% | +587.2% | +413.0% |
| 5Y | +1,411.1% | +22.1% | +1,389.0% | +1,166.7% |
| 10Y | +1,424.3% | +132.5% | +1,291.9% | +702.8% |
| All | +5,642.4% | +560.8% | +5,081.6% | +994.1% |
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