+231.7%
CTVA vs IBB
+107.5%
+124.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.4% |
| 7D | +4.9% | +1.4% | +3.5% | +4.3% |
| 30D | +11.9% | +10.5% | +1.4% | +6.3% |
| 3M | +13.7% | +23.6% | -10.0% | +2.1% |
| 6M | +13.1% | +22.6% | -9.5% | +1.6% |
| YTD | +32.0% | +25.7% | +6.3% | +16.9% |
| 1Y | +22.1% | +51.4% | -29.3% | -2.2% |
| 3Y | +77.5% | +64.4% | +13.1% | +34.6% |
| 5Y | +106.3% | +22.1% | +84.1% | +84.1% |
| All | +231.7% | +107.5% | +124.2% | +77.3% |
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