+380.9%
XBI vs CDW
+851.1%
-470.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.2% | +4.0% | +0.9% |
| 7D | -0.9% | -3.9% | +3.0% | +0.6% |
| 30D | +2.9% | +6.9% | -4.0% | -0.2% |
| 3M | +26.2% | +7.7% | +18.5% | +20.5% |
| 6M | +30.7% | +18.3% | +12.4% | +16.2% |
| YTD | +32.9% | +7.8% | +25.2% | +22.2% |
| 1Y | +72.3% | -12.2% | +84.4% | +73.1% |
| 3Y | +107.2% | -28.9% | +136.1% | +123.2% |
| 5Y | +23.2% | -22.8% | +45.9% | +24.8% |
| 10Y | +158.5% | +266.1% | -107.5% | +16.6% |
| All | +380.9% | +851.1% | -470.2% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CDW 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling