+910.3%
XBI vs CNC
+897.3%
+12.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -2.1% |
| 7D | -4.6% | -3.9% | -0.7% | -3.7% |
| 30D | -0.8% | +0.8% | -1.6% | -1.1% |
| 3M | +21.8% | +0.1% | +21.7% | +21.3% |
| 6M | +23.2% | +79.7% | -56.5% | +5.7% |
| YTD | +28.7% | +58.9% | -30.2% | +12.6% |
| 1Y | +67.8% | +109.1% | -41.4% | +35.9% |
| 3Y | +100.6% | 0.0% | +100.7% | +84.1% |
| 5Y | +19.8% | +9.5% | +10.3% | +5.8% |
| 10Y | +159.7% | +95.7% | +64.1% | +88.6% |
| All | +910.3% | +897.3% | +12.9% | +368.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling