+103.2%
CB vs XHB
+33.2%
+70.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.5% |
| 7D | +0.2% | +1.3% | -1.1% | 0.0% |
| 30D | +9.1% | +7.8% | +1.3% | +7.5% |
| 3M | +3.4% | -5.5% | +8.9% | +4.4% |
| 6M | +14.1% | -2.6% | +16.7% | +14.1% |
| YTD | +18.0% | +0.4% | +17.7% | +16.8% |
| 1Y | +30.1% | -1.0% | +31.1% | +29.0% |
| 3Y | +71.8% | +37.3% | +34.5% | +51.7% |
| All | +103.2% | +33.2% | +70.0% | +78.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling