+124.1%
XBI vs CI
+146.2%
-22.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.5% |
| 7D | -1.1% | +1.2% | -2.3% | -1.4% |
| 30D | +2.6% | +2.6% | 0.0% | +1.7% |
| 3M | -4.0% | +7.4% | -11.5% | -6.2% |
| 6M | +10.9% | -0.1% | +11.0% | +10.3% |
| YTD | +23.6% | +9.7% | +13.9% | +18.9% |
| 1Y | +35.1% | +12.1% | +23.0% | +29.1% |
| 3Y | +125.2% | +7.0% | +118.2% | +109.1% |
| 5Y | +19.7% | +49.7% | -30.0% | -4.3% |
| All | +124.1% | +146.2% | -22.1% | +35.1% |
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