+27.2%
CB vs XHB
-3.6%
+30.8%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.5% |
| 7D | 0.0% | -2.4% | +2.5% | +0.1% |
| 30D | +7.4% | +7.1% | +0.3% | +7.2% |
| 3M | +8.6% | -6.0% | +14.6% | +8.4% |
| 6M | +16.1% | +2.1% | +14.1% | +15.3% |
| YTD | +20.2% | -0.6% | +20.8% | +19.3% |
| 1Y | +27.2% | -3.3% | +30.5% | +26.3% |
| All | +27.2% | -3.6% | +30.8% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling