+64.0%
XBI vs CBRE
-14.0%
+77.9%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.8% |
| 7D | -4.6% | -5.0% | +0.3% | -3.7% |
| 30D | -2.0% | -4.7% | +2.7% | -1.1% |
| 3M | +17.8% | +6.5% | +11.3% | +16.1% |
| 6M | +23.7% | +6.1% | +17.7% | +22.4% |
| YTD | +28.2% | -12.6% | +40.8% | +29.4% |
| 1Y | +64.0% | -15.3% | +79.3% | +65.4% |
| All | +64.0% | -14.0% | +77.9% | +65.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling