+3,584.9%
CRS vs IBB
+580.2%
+3,004.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.4% | +2.1% | +2.2% |
| 7D | +4.4% | -1.4% | +5.7% | +5.6% |
| 30D | -19.1% | +6.8% | -25.9% | -23.0% |
| 3M | -43.2% | +9.2% | -52.5% | -47.3% |
| 6M | -28.9% | +28.3% | -57.2% | -41.6% |
| YTD | -3.0% | +29.4% | -32.3% | -20.7% |
| 1Y | -5.3% | +33.2% | -38.5% | -24.2% |
| 3Y | +363.5% | +90.2% | +273.4% | +183.3% |
| 5Y | +858.2% | +44.0% | +814.2% | +611.4% |
| 10Y | +862.9% | +133.1% | +729.8% | +404.7% |
| All | +3,584.9% | +580.2% | +3,004.7% | +585.1% |
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