+19.8%
XBI vs CCL
-2.4%
+22.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.3% |
| 7D | -4.6% | -4.3% | -0.3% | -3.4% |
| 30D | -0.8% | -19.0% | +18.2% | +5.0% |
| 3M | +21.8% | -13.1% | +34.9% | +25.8% |
| 6M | +23.2% | -13.3% | +36.5% | +26.4% |
| YTD | +28.7% | -25.2% | +54.0% | +36.7% |
| 1Y | +67.8% | -27.2% | +95.0% | +78.3% |
| 3Y | +100.6% | +49.2% | +51.4% | +65.3% |
| 5Y | +19.8% | +0.4% | +19.5% | +3.6% |
| All | +19.8% | -2.4% | +22.2% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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