+943.2%
XBI vs CBRE
+527.3%
+415.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.8% | +2.6% | -0.3% |
| 7D | -0.9% | -1.5% | +0.6% | -0.6% |
| 30D | +2.9% | -4.0% | +6.9% | +3.7% |
| 3M | +26.2% | +8.0% | +18.2% | +23.5% |
| 6M | +30.7% | +4.0% | +26.7% | +29.0% |
| YTD | +32.9% | -11.5% | +44.5% | +35.5% |
| 1Y | +72.3% | -13.0% | +85.3% | +76.1% |
| 3Y | +107.2% | +66.9% | +40.3% | +80.9% |
| 5Y | +23.2% | +45.0% | -21.9% | +10.6% |
| 10Y | +158.5% | +385.0% | -226.5% | +75.8% |
| All | +943.2% | +527.3% | +415.9% | +412.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling