+955.3%
XBI vs CB
+856.1%
+99.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.4% |
| 7D | +0.9% | +0.5% | +0.4% | +0.7% |
| 30D | +7.1% | -3.1% | +10.2% | +8.2% |
| 3M | +22.9% | +9.0% | +13.9% | +18.3% |
| 6M | +29.7% | +2.9% | +26.9% | +27.3% |
| YTD | +34.5% | +10.1% | +24.4% | +28.2% |
| 1Y | +76.1% | +22.8% | +53.3% | +60.3% |
| 3Y | +103.2% | +73.8% | +29.4% | +58.7% |
| 5Y | +22.8% | +99.2% | -76.3% | -10.4% |
| 10Y | +176.3% | +218.2% | -41.9% | +57.4% |
| All | +955.3% | +856.1% | +99.2% | +268.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling