+943.2%
XBI vs CMCSA
+368.8%
+574.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | +2.9% | +3.8% | -0.9% | +1.1% |
| 3M | +26.2% | +12.3% | +13.9% | +19.1% |
| 6M | +30.7% | -15.4% | +46.1% | +37.7% |
| YTD | +32.9% | -2.5% | +35.4% | +31.3% |
| 1Y | +72.3% | -13.4% | +85.6% | +78.1% |
| 3Y | +107.2% | -30.4% | +137.5% | +130.7% |
| 5Y | +23.2% | -45.0% | +68.2% | +49.9% |
| 10Y | +158.5% | +10.2% | +148.4% | +121.5% |
| All | +943.2% | +368.8% | +574.4% | +344.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CMCSA.
Daily Out/Under-Performance
Portfolio return minus CMCSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMCSA 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 CMCSA 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