+128.0%
IBB vs CPB
-47.3%
+175.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.4% |
| 7D | +1.4% | -8.6% | +10.0% | +2.6% |
| 30D | +10.5% | -7.2% | +17.7% | +11.5% |
| 3M | +23.6% | +0.9% | +22.7% | +23.2% |
| 6M | +22.6% | -11.8% | +34.4% | +24.3% |
| YTD | +25.7% | -19.4% | +45.1% | +28.8% |
| 1Y | +51.4% | -30.4% | +81.8% | +58.3% |
| 3Y | +64.4% | -40.2% | +104.5% | +74.5% |
| 5Y | +22.1% | -39.5% | +61.7% | +28.7% |
| All | +128.0% | -47.3% | +175.4% | +146.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling