+126.2%
XBI vs CDW
-14.4%
+140.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.2% |
| 7D | +1.9% | +9.1% | -7.2% | +0.5% |
| 30D | +3.0% | +13.7% | -10.7% | +0.9% |
| 3M | -5.1% | +27.0% | -32.2% | -8.9% |
| 6M | +12.2% | +75.9% | -63.7% | +0.2% |
| YTD | +24.1% | +28.9% | -4.7% | +16.8% |
| 1Y | +33.1% | +19.6% | +13.5% | +28.2% |
| All | +126.2% | -14.4% | +140.6% | +119.4% |
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