+64.0%
XBI vs CNP
+5.6%
+58.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -4.6% | -1.4% | -3.2% | -4.7% |
| 30D | -2.0% | -2.9% | +0.9% | -2.1% |
| 3M | +17.8% | -7.5% | +25.3% | +17.7% |
| 6M | +23.7% | -7.9% | +31.6% | +24.0% |
| YTD | +28.2% | +3.7% | +24.5% | +27.2% |
| 1Y | +64.0% | +4.6% | +59.4% | +64.6% |
| All | +64.0% | +5.6% | +58.4% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 1y: compounded portfolio wealth divided by compounded CNP 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…
1y analysis · Full analysis span regression · 6 months rolling