+35.1%
XBI vs CDW
+19.9%
+15.2%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | -0.4% |
| 7D | -1.1% | +9.3% | -10.4% | -1.3% |
| 30D | +2.6% | +14.4% | -11.8% | +2.5% |
| 3M | -4.0% | +21.4% | -25.4% | -3.9% |
| 6M | +10.9% | +72.8% | -61.9% | +12.8% |
| YTD | +23.6% | +28.0% | -4.4% | +23.8% |
| 1Y | +35.1% | +19.3% | +15.8% | +36.9% |
| All | +35.1% | +19.9% | +15.2% | +36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling