+943.2%
XBI vs CCL
-32.6%
+975.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.8% |
| 7D | -0.9% | -0.1% | -0.8% | -0.9% |
| 30D | +2.9% | -20.0% | +22.9% | +9.0% |
| 3M | +26.2% | -13.7% | +39.9% | +30.4% |
| 6M | +30.7% | -9.0% | +39.7% | +32.4% |
| YTD | +32.9% | -22.8% | +55.7% | +39.8% |
| 1Y | +72.3% | -25.3% | +97.6% | +81.5% |
| 3Y | +107.2% | +54.1% | +53.1% | +72.7% |
| 5Y | +23.2% | +3.5% | +19.7% | +5.3% |
| 10Y | +158.5% | -41.0% | +199.6% | +115.4% |
| All | +943.2% | -32.6% | +975.8% | +629.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling