+78.9%
CTVA vs IBB
+42.1%
+36.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.9% |
| 7D | +2.4% | +0.8% | +1.6% | +2.1% |
| 30D | -8.1% | +5.2% | -13.3% | -9.8% |
| 3M | +6.3% | +8.6% | -2.3% | +2.7% |
| 6M | +0.4% | +27.8% | -27.4% | -8.8% |
| YTD | +21.8% | +28.8% | -7.0% | +10.0% |
| 1Y | +24.9% | +36.4% | -11.5% | +10.1% |
| 3Y | +92.3% | +89.3% | +3.0% | +48.1% |
| 5Y | +78.9% | +43.3% | +35.6% | +40.4% |
| All | +78.9% | +42.1% | +36.8% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling