+76.1%
XBI vs CART
+14.4%
+61.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +0.9% | -0.3% |
| 7D | +0.9% | +1.0% | -0.2% | +0.8% |
| 30D | +7.1% | +12.6% | -5.6% | +6.3% |
| 3M | +22.9% | +23.1% | -0.2% | +21.6% |
| 6M | +29.7% | +39.5% | -9.8% | +27.4% |
| YTD | +34.5% | +13.5% | +20.9% | +33.6% |
| 1Y | +76.1% | +14.9% | +61.2% | +74.1% |
| All | +76.1% | +14.4% | +61.6% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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