+107.2%
XBI vs CB
+70.7%
+36.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -1.1% |
| 7D | -0.9% | -0.6% | -0.3% | -0.9% |
| 30D | +2.9% | -3.9% | +6.8% | +3.2% |
| 3M | +26.2% | +4.9% | +21.3% | +25.4% |
| 6M | +30.7% | +3.3% | +27.5% | +30.2% |
| YTD | +32.9% | +8.5% | +24.4% | +31.3% |
| 1Y | +72.3% | +22.1% | +50.2% | +66.3% |
| 3Y | +107.2% | +70.1% | +37.1% | +76.7% |
| All | +107.2% | +70.7% | +36.5% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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