+100.2%
XBI vs CDW
-30.1%
+130.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | -4.6% | -7.4% | +2.8% | -3.4% |
| 30D | -0.8% | +5.8% | -6.6% | -1.8% |
| 3M | +21.8% | +10.8% | +11.0% | +18.9% |
| 6M | +23.2% | +21.5% | +1.7% | +15.8% |
| YTD | +28.7% | +6.4% | +22.4% | +25.0% |
| 1Y | +67.8% | -14.8% | +82.6% | +74.7% |
| All | +100.2% | -30.1% | +130.3% | +106.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling