+21.5%
CTAS vs IBB
+35.8%
-14.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.0% |
| 7D | +1.2% | -1.8% | +3.0% | +1.4% |
| 30D | +12.8% | +5.1% | +7.7% | +12.1% |
| 3M | +10.3% | +10.7% | -0.4% | +9.0% |
| 6M | +32.0% | +22.9% | +9.1% | +29.1% |
| YTD | +19.1% | +26.7% | -7.6% | +15.1% |
| 1Y | +21.5% | +35.1% | -13.6% | +17.6% |
| All | +21.5% | +35.8% | -14.3% | +17.6% |
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