+74.9%
CB vs XHB
+35.8%
+39.1%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | +1.0% |
| 7D | +2.9% | -0.2% | +3.2% | +2.9% |
| 30D | +7.3% | +9.9% | -2.6% | +6.4% |
| 3M | +9.4% | -6.3% | +15.7% | +9.8% |
| 6M | +19.6% | +3.8% | +15.8% | +18.7% |
| YTD | +21.5% | +0.1% | +21.3% | +20.7% |
| 1Y | +28.0% | -0.8% | +28.8% | +27.3% |
| 3Y | +74.9% | +35.6% | +39.3% | +85.4% |
| All | +74.9% | +35.8% | +39.1% | +85.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling