+23.6%
CTAS vs IBB
+36.8%
-13.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.8% |
| 7D | -0.8% | -1.4% | +0.6% | -0.6% |
| 30D | +10.7% | +6.8% | +3.9% | +9.9% |
| 3M | +11.0% | +9.2% | +1.8% | +9.8% |
| 6M | +38.7% | +28.3% | +10.4% | +35.0% |
| YTD | +21.8% | +29.4% | -7.6% | +17.3% |
| 1Y | +23.6% | +33.2% | -9.6% | +19.0% |
| All | +23.6% | +36.8% | -13.2% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling