+386.5%
XBI vs CDW
+903.1%
-516.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.1% |
| 7D | +0.9% | +3.2% | -2.3% | -0.5% |
| 30D | +7.1% | +9.3% | -2.2% | +2.9% |
| 3M | +22.9% | +9.8% | +13.1% | +16.6% |
| 6M | +29.7% | +23.3% | +6.4% | +13.5% |
| YTD | +34.5% | +13.7% | +20.8% | +21.1% |
| 1Y | +76.1% | -6.5% | +82.5% | +72.5% |
| 3Y | +103.2% | -25.2% | +128.4% | +114.6% |
| 5Y | +22.8% | -19.5% | +42.3% | +22.6% |
| 10Y | +176.3% | +285.8% | -109.5% | +22.1% |
| All | +386.5% | +903.1% | -516.6% | +66.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling