+19.8%
XBI vs CBRE
+39.8%
-19.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.0% |
| 7D | -4.6% | -7.2% | +2.6% | -1.2% |
| 30D | -0.8% | -6.4% | +5.6% | +2.0% |
| 3M | +21.8% | +2.9% | +18.9% | +19.1% |
| 6M | +23.2% | +2.5% | +20.7% | +20.3% |
| YTD | +28.7% | -14.2% | +42.9% | +35.2% |
| 1Y | +67.8% | -15.1% | +82.9% | +76.7% |
| 3Y | +100.6% | +61.9% | +38.8% | +41.6% |
| 5Y | +19.8% | +42.4% | -22.6% | -13.8% |
| All | +19.8% | +39.8% | -19.9% | -13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling