+125.2%
XBI vs CB
+74.1%
+51.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.4% |
| 7D | -1.1% | +2.9% | -4.0% | -1.1% |
| 30D | +2.6% | +7.3% | -4.7% | +2.5% |
| 3M | -4.0% | +9.4% | -13.4% | -4.1% |
| 6M | +10.9% | +19.6% | -8.7% | +10.2% |
| YTD | +23.6% | +21.5% | +2.1% | +22.4% |
| 1Y | +35.1% | +28.0% | +7.1% | +32.8% |
| 3Y | +125.2% | +74.9% | +50.3% | +126.5% |
| All | +125.2% | +74.1% | +51.1% | +126.5% |
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