+137.1%
IBB vs CPB
-39.9%
+177.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +3.9% | +2.9% |
| 7D | +2.7% | +3.3% | -0.5% | +2.3% |
| 30D | +6.3% | +19.0% | -12.7% | +3.9% |
| 3M | +11.1% | +0.4% | +10.6% | +10.8% |
| 6M | +29.2% | +13.0% | +16.3% | +26.6% |
| YTD | +30.2% | -12.7% | +43.0% | +31.8% |
| 1Y | +39.5% | -20.9% | +60.4% | +43.2% |
| 3Y | +92.3% | -35.4% | +127.7% | +101.8% |
| 5Y | +43.0% | -32.3% | +75.3% | +48.2% |
| 10Y | +137.1% | -40.5% | +177.6% | +147.5% |
| All | +137.1% | -39.9% | +177.1% | +147.5% |
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