+99.4%
XBI vs CNC
+1.2%
+98.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.5% |
| 7D | -4.6% | -0.9% | -3.7% | -4.6% |
| 30D | -2.0% | -1.0% | -1.0% | -2.0% |
| 3M | +17.8% | +4.5% | +13.3% | +17.4% |
| 6M | +23.7% | +85.2% | -61.5% | +19.4% |
| YTD | +28.2% | +61.4% | -33.2% | +24.4% |
| 1Y | +64.0% | +94.9% | -30.9% | +56.9% |
| 3Y | +99.4% | 0.0% | +99.4% | +103.0% |
| All | +99.4% | +1.2% | +98.2% | +103.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 3y: compounded portfolio wealth divided by compounded CNC 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…
3y analysis · Full analysis span regression · 6 months rolling