+1,148.9%
IJR vs CPB
+55.4%
+1,093.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -1.2% |
| 7D | +0.9% | -8.2% | +9.2% | +3.2% |
| 30D | -3.1% | -5.6% | +2.5% | -1.8% |
| 3M | +4.4% | +3.0% | +1.4% | +2.9% |
| 6M | +16.1% | -12.7% | +28.8% | +19.4% |
| YTD | +20.6% | -18.0% | +38.6% | +25.7% |
| 1Y | +22.9% | -31.7% | +54.6% | +34.6% |
| 3Y | +55.2% | -41.0% | +96.2% | +74.0% |
| 5Y | +41.1% | -38.4% | +79.5% | +53.3% |
| 10Y | +167.0% | -45.0% | +211.9% | +186.4% |
| All | +1,148.9% | +55.4% | +1,093.5% | +745.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling