+149.7%
XBI vs CI
+144.2%
+5.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -4.6% | -0.1% | -4.6% | -4.6% |
| 30D | -2.0% | +1.8% | -3.8% | -2.6% |
| 3M | +17.8% | -4.2% | +22.0% | +18.9% |
| 6M | +23.7% | +8.8% | +14.9% | +19.8% |
| YTD | +28.2% | +3.7% | +24.5% | +25.6% |
| 1Y | +64.0% | -6.1% | +70.1% | +63.9% |
| 3Y | +99.4% | +4.5% | +94.9% | +85.3% |
| 5Y | +19.3% | +50.5% | -31.2% | -5.9% |
| All | +149.7% | +144.2% | +5.6% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling