+955.3%
XBI vs CI
+684.7%
+270.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.1% |
| 7D | +0.9% | +1.3% | -0.4% | +0.5% |
| 30D | +7.1% | +4.4% | +2.6% | +5.5% |
| 3M | +22.9% | +0.7% | +22.2% | +22.1% |
| 6M | +29.7% | +0.3% | +29.4% | +28.6% |
| YTD | +34.5% | +3.8% | +30.7% | +31.6% |
| 1Y | +76.1% | -5.5% | +81.5% | +75.5% |
| 3Y | +103.2% | +8.1% | +95.1% | +87.3% |
| 5Y | +22.8% | +42.8% | -20.0% | +1.4% |
| 10Y | +176.3% | +143.9% | +32.4% | +80.8% |
| All | +955.3% | +684.7% | +270.6% | +314.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling