-2.8%
ABNB vs XLB
+30.8%
-33.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.6% |
| 7D | +11.9% | +0.5% | +11.4% | +11.3% |
| 30D | +12.7% | +6.9% | +5.8% | +4.7% |
| 3M | +1.2% | -0.2% | +1.4% | +1.3% |
| 6M | +32.1% | +3.3% | +28.8% | +26.6% |
| YTD | +37.7% | +18.0% | +19.7% | +11.4% |
| 1Y | +55.5% | +24.2% | +31.3% | +18.2% |
| 3Y | +58.2% | +44.7% | +13.5% | -4.0% |
| 5Y | -2.8% | +31.6% | -34.3% | -30.2% |
| All | -2.8% | +30.8% | -33.6% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 XLB 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