+943.2%
XBI vs CNP
+612.6%
+330.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.3% | -1.6% |
| 7D | -0.9% | +1.6% | -2.5% | -1.6% |
| 30D | +2.9% | -0.8% | +3.7% | +3.1% |
| 3M | +26.2% | -3.6% | +29.8% | +27.6% |
| 6M | +30.7% | -6.9% | +37.7% | +33.8% |
| YTD | +32.9% | +6.4% | +26.5% | +28.5% |
| 1Y | +72.3% | +9.9% | +62.3% | +64.2% |
| 3Y | +107.2% | +53.1% | +54.1% | +69.9% |
| 5Y | +23.2% | +72.0% | -48.8% | -4.7% |
| 10Y | +158.5% | +131.5% | +27.0% | +60.9% |
| All | +943.2% | +612.6% | +330.6% | +242.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling