+0.6%
XBCI vs SPY
+11.0%
-10.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | -0.1% |
| 7D | -3.7% | -0.7% | -3.0% | -1.8% |
| 30D | -9.5% | -1.0% | -8.5% | -6.9% |
| 3M | +25.5% | -0.3% | +25.9% | +27.3% |
| 6M | -8.0% | +7.3% | -15.4% | -23.4% |
| All | +0.6% | +11.0% | -10.4% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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