+149.7%
XBI vs CBRE
+407.4%
-257.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.2% |
| 7D | -4.6% | -5.0% | +0.3% | -2.6% |
| 30D | -2.0% | -4.7% | +2.7% | -0.3% |
| 3M | +17.8% | +6.5% | +11.3% | +13.9% |
| 6M | +23.7% | +6.1% | +17.7% | +19.5% |
| YTD | +28.2% | -12.6% | +40.8% | +32.9% |
| 1Y | +64.0% | -15.3% | +79.3% | +71.9% |
| 3Y | +99.4% | +64.6% | +34.8% | +53.0% |
| 5Y | +19.3% | +45.0% | -25.7% | -5.2% |
| All | +149.7% | +407.4% | -257.7% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 10y: compounded portfolio wealth divided by compounded CBRE 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…
10y analysis · Full analysis span regression · 6 months rolling